SouthernSun U.S. Equity (SSEIX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SSEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSEIX
SSEIX charges 1.09% annually. There are 90 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | SSEIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | SSEIX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | SSEIX vs FSMAX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | SSEIX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | SSEIX vs VEMPX |
Best Risk-Adjusted Alternatives to SSEIX
SSEIX has a PortfoliosLab risk / return rank of 20. There are 105 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | SSEIX vs PFSLX | |
| Vanguard Strategic Equity Fund | 82 | 11.50B | Aug 1995 | SSEIX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 82 | — | Aug 2013 | SSEIX vs FZAMX | |
| Destinations Small-Mid Cap Equity Fund | 81 | — | Mar 2017 | SSEIX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class I | 81 | — | Aug 2004 | SSEIX vs FIIMX |
Top Performing SSEIX Alternatives (YTD)
SSEIX is at 15.19% YTD. There are 63 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 45.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 45.46% | — | Jan 2005 | SSEIX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 35.27% | — | Aug 2015 | SSEIX vs FZFLX | |
| Hodges Fund | 32.70% | — | Oct 1992 | SSEIX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | SSEIX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 25.16% | — | Aug 2013 | SSEIX vs FZAMX |
Lowest Volatility Alternatives to SSEIX
SSEIX has 19.34% 1-year volatility. There are 110 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.81% | — | Dec 2002 | SSEIX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.80% | — | Jul 1999 | SSEIX vs TLVAX | |
| Boston Trust Midcap Fund | 11.90% | — | — | SSEIX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.02% | — | Aug 2011 | SSEIX vs WAMFX | |
| Victory RS Investors Fund | 12.09% | — | Nov 2005 | SSEIX vs RSINX |
Lowest Drawdown Alternatives to SSEIX
SSEIX has a 1-year max drawdown of -12.91%. There are 115 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | SSEIX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | SSEIX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | SSEIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | SSEIX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | SSEIX vs DNLDX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YACKX, YAFFX, MBDFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 8 | 15.70% | — | Jul 1992 | SSEIX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 16 | 24.99% | — | May 1997 | SSEIX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 17 | 0.17% | — | Apr 1993 | SSEIX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 21 | 24.17% | — | Jan 2017 | SSEIX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 5 | 2.73% | — | Mar 2007 | SSEIX vs ARSMX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -7.13% | — | Jan 1991 | SSEIX vs BLUEX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.08% | — | Mar 2005 | SSEIX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | 3.28% | — | Jun 2005 | SSEIX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -3.67% | — | Aug 1992 | SSEIX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 38 | 23.86% | — | Apr 1987 | SSEIX vs SKSEX |
Often Compared With SSEIX
Investors most often compare SSEIX with BRWIX, GABVX, BIGTX. These 12 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SSEIX with Any Fund or Stock
Compare SSEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSEIX with funds that move differently
SouthernSun U.S. Equity alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSEIX.
Explore SSEIX Diversifiers