SouthernSun Small Cap (SSSFX) belongs to the Small 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 SSSFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSSFX
SSSFX charges 1.30% annually. There are 145 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | SSSFX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | SSSFX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SSSFX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | SSSFX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | SSSFX vs VSMAX |
Best Risk-Adjusted Alternatives to SSSFX
SSSFX has a PortfoliosLab risk / return rank of 22. There are 153 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | SSSFX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | SSSFX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | SSSFX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | SSSFX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | SSSFX vs GQSCX |
Top Performing SSSFX Alternatives (YTD)
SSSFX is at 16.08% YTD. There are 136 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | SSSFX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | SSSFX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | SSSFX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | SSSFX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | SSSFX vs FTMSX |
Lowest Volatility Alternatives to SSSFX
SSSFX has 20.20% 1-year volatility. There are 155 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | SSSFX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | SSSFX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | SSSFX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | SSSFX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | SSSFX vs BOSOX |
Lowest Drawdown Alternatives to SSSFX
SSSFX has a 1-year max drawdown of -14.39%. There are 167 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | SSSFX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SSSFX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | SSSFX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | SSSFX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | SSSFX vs SSCDX |
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 | 86 | 15.35% | — | Jul 1992 | SSSFX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 86 | 22.70% | — | May 1997 | SSSFX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 15 | -0.29% | — | Apr 1993 | SSSFX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 19 | 22.44% | — | Jan 2017 | SSSFX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 5 | 7.66% | — | Mar 2007 | SSSFX vs ARSMX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -4.39% | — | Jan 1991 | SSSFX vs BLUEX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | 8.16% | — | Jun 2005 | SSSFX vs ARSVX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 7.57% | — | Mar 2005 | SSSFX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -1.58% | — | Aug 1992 | SSSFX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 30 | 23.48% | — | Apr 1987 | SSSFX vs SKSEX |
Often Compared With SSSFX
Investors most often compare SSSFX with FDG, PRGFX, IWC. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare SSSFX with Any Fund or Stock
Compare SSSFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSSFX with funds that move differently
SouthernSun Small Cap alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSSFX.
Explore SSSFX Diversifiers