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Southernsun Small Cap Fund Class N: (MF: SSSFX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 06:08 PM ET

$27.18 USD

-0.42 (-1.52%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 8.35 4
3 months 6.89 50
6 months 13.93 47
1 Year 9.62 46
3 Year 6.50 85
5 Year 9.05 31
10 Year 10.51 53

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -54.17
Bull Market (2/09 - 3/21) 909.08

Load Adjusted Returns as of Jan 31, 2026

1 Year 4.72
5 Year 7.98
10 Year 9.19
Since Inception 8.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -11.67 9.52 10.52 -2.06
2024 6.71 -3.92 10.29 -8.02
2023 3.93 7.47 -7.85 9.31
2022 -2.94 -7.67 -0.78 10.63
2021 18.35 -1.19 -3.23 7.62

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.354.724.0112.52-1.6421.7814.0835.44-24.3218.0218.90
% Total Return Rel to Index 0.00-13.50-21.00-13.7216.56-6.89-4.313.95-19.93-3.776.96
% Total Return Rel to Peer 0.00-2.58-7.91-3.5517.872.47-4.9110.00-13.552.422.95
% Perf Quintile vs Peer* 0.000.000.004.001.003.003.001.005.002.003.00
% Dividends 0.000.000.000.000.000.010.000.010.000.000.00
% Yield NA0.000.000.000.000.030.000.040.000.000.00
Capital Gains ($) 0.001.213.383.672.533.430.061.270.900.000.00
Expense Ratio 0.001.341.311.331.301.251.251.241.211.211.20

* 1 = Top 20%, 5 = Bottom 20%