— Know what they know.
Not Investment Advice

SSSFX

SouthernSun Small Cap Fund Class N
1W: -1.5% 1M: -4.9% 3M: -7.6% YTD: +5.4% 1Y: -1.2% 3Y: +21.7% 5Y: +66.8%
$26.38
+0.42 (+1.62%)
 
Weekly Expected Move ±1.6%
$25 $26 $26 $26 $27
ETF NASDAQ · AUM $238.7M

Similar ETFs

20 peers by holdings overlap (24 holdings)
SSEFX
SouthernSun U.S. Equity Fund Class N
70.2%
Shared17 holdings
Total24
AUM$47M
Price$13.40
SIVIX
State Street Institutional Small-Cap Equity Fund (ICL)
20.7%
Shared23 holdings
Total326
AUM$517M
Price$16.41
CSMVX
Congress Small Cap Growth Fund
10.6%
Shared4 holdings
Total40
AUM$2.1B
Price$47.53
PVIVX
Paradigm Micro-Cap Fund
10.5%
Shared3 holdings
Total39
AUM$172M
Price$56.22
NWGPX
Nationwide Renaissance Small Cap Growth Fund;A
10.4%
Shared5 holdings
Total50
AUM$149M
Price$21.78
CCVAX
Calvert Small-Cap Fund Class A
8.7%
Shared3 holdings
Total65
AUM$1.2B
Price$28.68
CIPSX
Champlain Small Company Fund
8.2%
Shared5 holdings
Total82
AUM$1.5B
Price$18.39
LSSIX
Loomis Sayles Small Cap Growth Fund
7.6%
Shared7 holdings
Total94
AUM$2.2B
Price$32.35
MCGFX
AMG GW&K Small Cap Growth Fund Class N
7.2%
Shared5 holdings
Total78
AUM$414M
Price$11.12
FOSCX
Tributary Small Company Fd Instl
7.0%
Shared4 holdings
Total60
AUM$641M
Price$34.10
CCASX
Conestoga Small Cap Fund Investors Class
6.9%
Shared4 holdings
Total44
AUM$2.8B
Price$63.57
CCSMX
Conestoga SMid Cap Fund
6.6%
Shared3 holdings
Total42
AUM$460M
Price$21.03
GWETX
AMG GW&K Small Cap Core Fund Class N
6.6%
Shared5 holdings
Total93
AUM$729M
Price$34.56
FTXNX
Fuller & Thaler Behavioral Small-Cap Growth Fund - Investor Shares
6.6%
Shared3 holdings
Total71
AUM$4.0B
Price$66.69
SCDV
ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF
6.5%
Shared3 holdings
Total36
AUM$148M
Price$26.22
RIVSX
River Oak Discovery Fund
6.4%
Shared3 holdings
Total33
AUM$25M
Price$25.47
FDSCX
Fidelity Stock Selector Small Cap Fund
6.4%
Shared8 holdings
Total222
AUM$7.2B
Price$48.07
NBGNX
Neuberger Genesis Fund Investor Class
6.1%
Shared6 holdings
Total107
AUM$7.4B
Price$58.68
CDOFX
Crawford Small Cap Dividend Fund
5.8%
Shared3 holdings
Total66
AUM$361M
Price$51.44
FSCIX
Fidelity Advisor Small Cap I
5.5%
Shared7 holdings
Total153
AUM$3.9B
Price$40.67

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
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
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
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
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
PVIVX $172M 39 55.0% 47.6 5.0 2.4 0.3% 0.1% 0.27% +15.4% +24.4% 46.8 5.7
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
CCVAX $1.2B 65 29.2% 18.2 2.4 2.0 12.7% 10.5% 1.42% +11.4% +27.6% 56.6 6.2
CIPSX $1.5B 82 20.1% 33.4 4.5 1.5 12.3% 3.8% 0.73% +24.5% +19.6% 56.7 5.8
LSSIX $2.2B 94 19.8% 42.2 5.6 3.6 10.4% 6.2% 0.30% +22.7% +51.9% 57.8 5.9
MCGFX $414M 78 26.6% 25.4 3.7 3.1 12.7% 9.9% 0.58% +33.2% +26.4% 56.2 5.8
FOSCX $641M 60 27.7% 27.1 2.9 2.4 9.0% 7.2% 1.43% +12.6% +34.7% 56.9 6.4

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms