SVFKX Mutual Fund

SVFKX Mutual Fund (Smead Value Fund Class R2) is managed by Smead Capital Management with $467,054.64 in net assets. SVFKX expense ratio is 1.45%, holding 44 positions across sectors including Energy, Consumer Discretionary, Financials. Inception date: 2014-11-21.

SVFKX performance shows a YTD return of 27.34%. The 1-year return is 31.96% and the 5-year return is 9.84%. SVFKX dividend yield stands at 1.14%, paid annually.

SVFKX 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 SVFKX holdings, SVFKX sectors, or SVFKX dividends.

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