For the period ending March 31, 2008, the Fund's 1-, 5-, and 10-year average annual returns were -5.88%, 13.81%, and 5.38%, respectively. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than original cost. As stated in the current prospectus, the Fund’s annual operating expense ratio (gross) is .93%. Please click here for the Fund's most recent month-end performance and related information. 

The views in these article reprints and hyperlinks were those of Fund management as of each article's publication date and may be subject to change. These articles should not be considered as an offer to sell or a solicitation of an offer to buy shares of any other securities mentioned.

The article excerpts and hyperlinks reference individual securities that may or may not currently be held by the Fund. Click here to view a recent listing of the Fund's top 10 holdings. The Fund's 03/31/08 numeric ranking within Morningstar's Large Value category for the 1-, 3-, 5-, and 10-year periods were 334 of 1437 funds, 255 of 1174 funds, 132 of 926 funds, and 109 of 432 funds, respectively. The Fund’s numeric rankings are based solely on total return performance. The S&P 500 Index consists of 500 widely held common stocks. This Index, calculated by Standard and Poor’s, is a total return index with dividends reinvested. The Russell 1000 Value Index consists of stocks in the Russell 1000 Index with lower price-to-book ratios and lower forecasted growth values. One cannot invest directly in an index.

Money Magazine, February 2008

We are pleased to be named to the February, 2008 “Money 70” list of best mutual funds and remain a recommended fund for the 11th consecutive year.” Money’s criteria focus on “low expenses, a strong record for putting share-holder interests first, a consistent investment strategy and experienced managers.”

Click here to view article. 

MarketWatch, December 2007

In an interview with Murray Coleman for the Dow Jones MarketWatch publication of “The Stockpickers”, Fund co-portfolio manager, John DeGulis discusses three stocks that have helped Sound Shore find “relative bargains in tech, health care and media”. 

Click here to view article.

Kiplinger's, December 2007

In the December 2007 issue of Kiplinger’s Personal Finance, columnist Russel Kinnel selected The Sound Shore Fund as one of his favorite single-fund shops. Kinnel notes that Sound Shore offers, “low turnover, a focused portfolio, and modest costs.”

Click here to view article. 

Money Magazine, February 2007

For the tenth year in a row, the Sound Shore Fund made Money magazine’s annual list of best mutual funds. The “Money 70,” recommends funds that are described as being, “built to last, no matter what the market brings.”

Click here to view article. 

SmartMoney, October 2006

In SmartMoney’s fund screen, “Long-Term Leaders,” the Sound Shore Fund was one of ten mutual funds highlighted in the article. SmartMoney’s screen “started with funds whose managers had been in place for longer than a decade…then narrowed the field by demanding performance during that time period was in the top 25% of a fund’s given category. Finally (they) weeded out any fund charging higher than a 1.5% expense ratio. Funds that charge a load were also allowed, since many long-term managers are employed by independent fund shops.”

The Motley Fool, September 2006

The Sound Shore Fund and it’s “highly competitive” team were featured in Tim Beyers weekly edition of “Better Know a Stock Picker.” Beyers states that, “It’s remarkably difficult to beat the market consistently, yet they’ve done it for more than 20 years without charging exorbitant fees.”
Click here to view article. 

Money Magazine, February 2006

The Sound Shore Fund was featured in the “Money 65,” Money magazine’s 2006 list of low-cost, well-managed mutual funds. This is the ninth consecutive year that Sound Shore has been included in Money’s lineup.

SmartMoney, February 2006

The Sound Shore Fund was highlighted in an article titled "7 Great Funds to Buy Now" in the February 2006 issue of SmartMoney. The article refers to the Fund's 20-year track record: "That's good enough to put it in the top 5 percent of its category..."

Forbes, September 2005

The Sound Shore Fund was highlighted in an article titled "Cash is Trash" in the September 15, 2005 issue of Forbes. Sound Shore Fund was one of the 9 funds listed that "carry only a small amount of cash but manage to give great returns".

Past performance is no guarantee of future results.

Investor's Business Daily, August 2005

The Sound Shore Fund was featured in the "Mutual Fund Profile" titled "Sound Shore Welcomes Waves of Value" in the August 19, 2005 issue of Investor's Business Daily. The co-portfolio managers Harry Burn, Gibbs Kane, and John DeGulis "continue to find well-run firms that merit investments" despite a smaller pool of cheaper deals.

Money Magazine, February 2005

In the February 2005 issue of Money Magazine, Sound Shore Fund was selected as one of the "MONEY 50" funds. Money says that "only those funds with the lowest costs and solid reputations for management integrity had a shot at making our list of recommended funds."

 Louis Rukeyser's Wall Street, September 2004 

The Sound Shore Fund was featured in an article titled "Strong Shoulder" in the September 2004 issue of Louis Rukeyser's Wall Street. The Fund's portfolio managers discussed how they picked the stocks in the portfolio.


Forbes.com, September 2004

The Sound Shore Fund's portfolio manager, John DeGulis, was interviewed on September 27, 2004 by Tara Murphy at Forbes.com. He discussed the Fund's investment and research process, portfolio weightings, and other topics.

As discussed in the video, the Fund was named to the "Forbes Honor Roll". For selection to the "Forbes Honor Roll", Forbes' first consideration is a fund's performance over four market cycles, starting Jan. 31, 1994, in which the fund must perform well during market downturns. Second is continuity of management, with the lead manager on the job for at least six years. The third consideration is portfolio diversification and the fourth consideration is that a fund must be willing to take new money. The fifth and last consideration is long-term performance.
Forbes, August 2004

The Sound Shore Fund was featured in the article titled "The No-Fuss Fund" in the August 16, 2004 issue of Forbes. The co-portfolio managers Harry Burn, Gibbs Kane, and John DeGulis discuss how they "have quietly kept their cost- and tax-efficient $1 billion fund ahead of the market."

Investor's Business Daily, June 2004

The Sound Shore Fund was featured in the Investor's Business Daily "Mutual Fund Profile" titled "Sound Shore Swims Against Loud Tide" in the June 15, 2004 issue of Investor's Business Daily. The co-portfolio managers Harry Burn, Gibbs Kane, and John DeGulis discuss how they pick the stocks - "focus on good firms trading at P-E multiples below historical values."


Morningstar Fund Picks & Pans, January 2004

The Sound Shore Fund was one of the six picks for "Our Favorite Large-Value Funds" by Morningstar.

The following has been excerpted from Kunal Kapoor's January 21, 2004 article "Our Favorite Large-Value Funds."

"The newest entrée on our list might be an unfamiliar one to many of our readers, but we think that it's well worth looking at. Two of the fund's managers, Harry Burn and Gibbs Kane, have been around since its inception in 1985, while the third and most recent addition, John DeGulis, has served as an analyst on the fund since 1995. It's true that much has changed since the fund's launch, but it has stuck to its old-fashioned sensibility: The managers employ a strict value discipline and mostly invest in mid- and large-cap companies. Expenses are also low, partly because the fund doesn't charge 12b-1 or pay for shelf space, and the firm's profit-sharing plan is invested in the fund."