SSEFX
SouthernSun U.S. Equity Fund Class N
1W: -1.3%
1M: -3.9%
3M: -9.1%
YTD: +4.4%
1Y: -5.0%
3Y: +17.3%
5Y: +95.0%
$13.40
+0.18 (+1.36%)
Weekly Expected Move ±1.6%
$13
$13
$13
$13
$14
Similar ETFs
20 peers by holdings overlap (25 holdings)
SSSFX
SouthernSun Small Cap Fund Class N
70.2%
Shared17 holdings
Total23
AUM$239M
Price$26.38
SIVIX
State Street Institutional Small-Cap Equity Fund (ICL)
16.1%
Shared21 holdings
Total326
AUM$517M
Price$16.41
KMVAX
Kirr Marbach Partners Value Fund
8.5%
Shared4 holdings
Total38
AUM$109M
Price$36.75
CSMVX
Congress Small Cap Growth Fund
8.3%
Shared3 holdings
Total40
AUM$2.1B
Price$47.53
NWGPX
Nationwide Renaissance Small Cap Growth Fund;A
7.9%
Shared4 holdings
Total50
AUM$149M
Price$21.78
HNMDX
Heartland Mid Cap Value Fund Institutional Class
7.2%
Shared4 holdings
Total60
AUM$473M
Price$14.64
QRSVX
FPA Queens Road Small Cap Value Fund
7.2%
Shared3 holdings
Total45
AUM$1.1B
Price$51.05
CSMD
Congress SMID Growth ETF
6.5%
Shared3 holdings
Total47
AUM$503M
Price$34.60
SCDV
ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF
6.5%
Shared3 holdings
Total36
AUM$148M
Price$26.22
PXSCX
Impax Small Cap Fund Investor Class
5.8%
Shared4 holdings
Total57
AUM$921M
Price$21.59
CDOFX
Crawford Small Cap Dividend Fund
5.6%
Shared3 holdings
Total66
AUM$361M
Price$51.44
FRVLX
Franklin Small Cap Value Fund, Class A
5.0%
Shared4 holdings
Total84
AUM$4.0B
Price$64.74
HIGSx.CHI
ETF
4.9%
Shared4 holdings
Total—
AUM—
Price—
NBGNX
Neuberger Genesis Fund Investor Class
4.8%
Shared5 holdings
Total107
AUM$7.4B
Price$58.68
FSCIX
Fidelity Advisor Small Cap I
4.5%
Shared5 holdings
Total153
AUM$3.9B
Price$40.67
CIPSX
Champlain Small Company Fund
4.4%
Shared3 holdings
Total82
AUM$1.5B
Price$18.39
BIASX
Brown Advisory Small-Cap Growth Fd Investor Shs
4.3%
Shared3 holdings
Total66
AUM$584M
Price$21.86
QUASX
AB Small Cap Growth A
4.3%
Shared3 holdings
Total104
AUM$3.0B
Price$73.06
SCUVX
Hartford Schroders US Small Cap Opportunities Fund Class A
4.1%
Shared3 holdings
Total83
AUM$187M
Price$31.38
FDSCX
Fidelity Stock Selector Small Cap Fund
4.1%
Shared6 holdings
Total222
AUM$7.2B
Price$48.07
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SSEFX | $47M | 24 | 50.2% | 24.1 | 3.6 | 1.4 | 15.2% | 5.5% | 0.86% | +7.1% | +28.2% | 54.5 | 6.7 |
| SSSFX | $239M | 23 | 52.8% | 23.7 | 3.1 | 1.1 | 13.1% | 4.7% | 0.69% | +8.6% | +22.7% | 53.5 | 6.5 |
| SIVIX | $517M | 326 | 23.5% | 27.6 | 3.3 | 1.7 | 11.1% | 5.5% | 1.13% | +15.6% | +22.9% | 53.7 | 6.1 |
| KMVAX | $109M | 38 | 52.0% | 16.5 | 5.5 | 5.0 | 39.6% | 30.6% | 0.78% | +10.8% | +55.8% | 52.9 | 6.7 |
| CSMVX | $2.1B | 40 | 34.9% | 31.8 | 4.2 | 3.1 | 13.7% | 9.5% | 0.32% | +21.9% | +35.5% | 61.0 | 6.2 |
| NWGPX | $149M | 50 | 26.9% | 28.0 | 0.4 | 2.5 | 2.6% | 8.6% | 0.24% | +29.0% | +39.5% | 62.7 | 6.3 |
| HNMDX | $473M | 60 | 34.1% | 17.6 | 2.4 | 1.6 | 13.3% | 8.6% | 2.23% | +7.7% | +14.0% | 55.7 | 6.2 |
| QRSVX | $1.1B | 45 | 33.6% | 18.8 | 2.0 | 0.8 | 10.4% | 3.8% | 1.85% | +7.8% | +22.9% | 50.0 | 6.0 |
| CSMD | $503M | 47 | 32.3% | 35.0 | 6.4 | 3.8 | 19.2% | 10.3% | 0.31% | +26.7% | +59.7% | 63.8 | 6.6 |
| SCDV | $148M | 36 | 48.0% | 27.7 | 3.8 | 2.5 | 14.6% | 9.0% | 1.16% | +18.6% | +31.1% | 62.9 | 6.6 |
| PXSCX | $921M | 57 | 34.2% | 21.5 | 2.6 | 1.9 | 8.8% | 5.7% | 0.67% | +23.9% | +54.7% | 56.8 | 5.9 |