SVFYX Mutual Fund (Smead Value Fund Class Y) is managed by Smead Capital Management with $389.2M in net assets. SVFYX expense ratio is 0.81%, holding 28 positions across sectors including Energy, Consumer Discretionary, Unknown. Inception date: 2014-11-21.

SVFYX performance shows a YTD return of 15.21%. The 1-year return is 29.80% and the 5-year return is 10.02%. SVFYX dividend yield stands at 1.77%, paid annually.

SVFYX top holdings include Northern Institutional Treasury Portfolio (7.3%), Cenovus Energy, Inc. (6.9%), SIMON PROPERTY GROUP REIT INC (6.1%), Apa Corp (6.1%), Merck & Co. Inc. (5.9%). View all SVFYX holdings, sector breakdown, or dividend history.

SVFYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SVFYX alternatives are available via the screener, along with tax-loss harvesting opportunities.