After the close of business on May 31, 2019 Class C shares closed to all investors and are no longer available for purchase or exchange. At closure time outstanding Class C shares converted to Class N shares. Please see the March 22,2019 Supplement to the Prospectus for details.
|Russell 2500® Index||19.25||1.77||12.34||7.66||14.44||12.22|
|Russell Midcap® Index||21.35||7.83||12.16||8.63||15.16||12.89|
Seeks to provide long term capital appreciation by investing in small to mid cap U.S. companies.
|Ex-Date||Total Distribution||Income||Short-term Cap Gains||Long-term Cap Gains|
|Dec 27, 2018||$0.719800||$0.047200||—||$0.672600|
|Dec 27, 2017||$0.002200||$0.002200||—||—|
|Dec 27, 2016||$0.017800||$0.017800||—||—|
|Dec 28, 2015||$0.505700||$0.024300||—||$0.481400|
|Dec 26, 2014||$0.322400||—||$0.152100||$0.170300|
|Mar 27, 2014||$0.088800||—||$0.004190||$0.084610|
|Dec 20, 2013||$0.172800||$0.014300||$0.075000||$0.083500|
|Dec 20, 2012||$0.887900||$0.070700||$0.139200||$0.678000|
|Darling Ingredients Inc||6.25%|
|Clean Harbors Inc||5.45%|
|Extended Stay America Inc||5.31%|
|Dycom Industries Inc||5.13%|
|Western Union Co||5.13%|
|% in Top 10 Holdings||54.09%|
SouthernSun seeks to achieve the Fund’s investment objective by investing primarily in common stocks of small- to middle-capitalization U.S. companies that SouthernSun selects using a research-driven, value-oriented investment strategy. The Fund defines the investable universe of small- to middle-capitalization securities to include securities of issuers with a market capitalization at the time of purchase within the capitalization range of companies in the Russell 2500™ Index and/or the Russell Midcap Index during the most recent 12-month period (based on month-end data). The Fund typically invests in 20-40 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 Asset Management 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
The Portfolio seeks long-term capital appreciation through investments in equity securities of companies based outside the United States.
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