SVFDX Mutual Fund

SVFDX Mutual Fund (Smead Value Fund Class R1) is managed by Smead Capital Management with $126,890.96 in net assets. SVFDX expense ratio is 1.60%, holding 44 positions across sectors including Energy, Consumer Discretionary, Financials. Inception date: 2014-11-21.

SVFDX performance shows a YTD return of 27.18%. The 1-year return is 31.79% and the 5-year return is 9.75%. SVFDX dividend yield stands at 1.06%, paid annually.

SVFDX top holdings include Cenovus Energy Inc (7.4%), Merck & Company Inc (6.8%), APA Corp (6.7%), Simon Property Group Inc (5.9%), Amgen Inc. (5.6%). Go to all SVFDX holdings, SVFDX sectors, or SVFDX dividends.

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