SVFCX Mutual Fund

SVFCX Mutual Fund (Smead Value Fund Class C) is managed by Smead Capital Management with $76.3M in net assets. SVFCX expense ratio is 1.82%, holding 27 positions across sectors including Energy, Consumer Discretionary, Financials. Inception date: 2020-04-15.

SVFCX performance shows a YTD return of 20.88%. The 1-year return is 29.97% and the 5-year return is 10.00%. SVFCX dividend yield stands at 0.93%, paid annually.

SVFCX top holdings include Northern Institutional Treasury Portfolio (7.3%), Cenovus Energy, Inc. (6.9%), Simon Property Group Inc (6.1%), Apa Corp (6.1%), Merck & Company Inc (5.9%). Go to all SVFCX holdings, SVFCX sectors, or SVFCX dividends.

SVFCX can be compared against other funds. Use SVFCX overlap to find shared positions, or SVFCX vs another fund for a side-by-side view. SVFCX alternatives are available via the screener, along with tax-loss harvesting opportunities.