The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets in equity securities (common stocks) of U.S. companies. Its adviser seeks to achieve the fund's investment objective by investing primarily in common stocks of small to middle capitalization U.S. companies that the portfolio manager selects using a research-driven, value-oriented investment strategy. The fund is non-diversified.
Fund filings (PDF) »
Michael Cook, Sr. (Started: Apr 10, 2012)
# Contact ?>
SouthernSunFunds, 6000 Poplar Ave, Suite 220, Omaha, NE 68137, USA