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Southernsun Small Cap Fund Class I: (MF: SSSIX)

(NASDAQ Mutual Funds) As of Apr 10, 2026 05:39 PM ET

$28.18 USD

-0.08 (-0.28%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 12.40 5
3 months 11.29 11
6 months 8.15 65
1 Year 21.22 30
3 Year 8.66 79
5 Year 8.89 20
10 Year 11.01 45

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 828.74

Load Adjusted Returns as of Feb 28, 2026

1 Year 4.99
5 Year 8.24
10 Year 9.45
Since Inception 12.28

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -11.60 9.60 10.59 -2.01
2024 6.72 -3.85 10.38 -7.98
2023 3.97 7.56 -7.80 9.41
2022 -2.87 -7.62 -0.69 10.69
2021 18.39 -1.14 -3.16 7.68

Annual Return

20262025202420232022202120202019201820172016
% Total Return 12.404.994.2312.81-1.3722.0514.3635.82-24.1518.3419.10
% Total Return Rel to Index 6.93-13.22-20.79-13.4316.83-6.62-4.044.33-19.76-3.457.16
% Total Return Rel to Peer 3.74-2.31-7.69-3.2618.142.74-4.6310.38-13.382.743.15
% Perf Quintile vs Peer* 1.004.000.004.001.003.003.001.005.002.003.00
% Dividends 0.000.000.000.000.000.070.010.070.000.000.05
% Yield 0.000.000.000.000.000.220.050.270.000.000.23
Capital Gains ($) 0.001.213.383.672.533.430.061.270.900.000.00
Expense Ratio 0.001.091.061.081.051.001.000.990.960.960.95

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