|MSCI All Country World Index (ACWI)||-0.96||14.85||8.12||9.20||5.57||15.96|
|MSCI ACWI SMID Cap||-0.47||15.94||8.55||9.82||7.22||16.60|
Seeks to provide long-term capital appreciation by investing in U.S. and non-U.S. companies.
|Ex-Date||Total Distribution||Income||Short-term Cap Gains||Long-term Cap Gains|
|Dec 27, 2017||$0.076300||—||—||$0.076300|
|Darling Ingredients Inc||5.93%|
|Clean Harbors Inc||5.21%|
|Newfield Exploration Co||5.14%|
|SKF AB, Class B||4.98%|
|Western Union Co||4.76%|
|Bangkok Bank PCL||4.48%|
|Polaris Industries Inc||4.35%|
|% in Top 10 Holdings||50.40%|
The Fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. and non-U.S. issuers that SouthernSun selects using a research-driven, value-oriented investment strategy. The Fund may also achieve its exposure to U.S. and non-U.S. issuers through investing in American Depositary Receipts (“ADRs”), preferred stock or corporate bonds. Under normal circumstances, the Fund will invest at least 35% of its net assets in investments economically tied to countries other than the U.S. The Fund’s portfolio typically invests in 15-40 companies SouthernSun believes are niche dominant and attractively valued with financial flexibility and uniquely fitted management teams. When selecting companies for investment, SouthernSun seeks opportunities that it believes have the following characteristics:
Founded in 1989, SouthernSun is a Memphis-based firm that specializes in small and mid cap investing. The firm employs a fundamental, bottom-up, research-intensive investment approach that relies on an investment team of sector generalists with a global perspective.Learn More
Seeks to provide long-term capital appreciation by investing in small cap companies.View Fund Details
Seeks to provide long term capital appreciation by investing in small to mid cap U.S. companies.View Fund Details
The Fund seeks to provide a high level of current income that is exempt from federal income taxes by primarily investing in municipal bonds.
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SouthernSun Global Opportunities Fund (SSOVX)
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