SVFKX Mutual Fund

SVFKX Mutual Fund (Smead Value Fund Class R2) is managed by Smead Capital Management with $457,132.37 in net assets. SVFKX expense ratio is 1.45%, holding 27 positions across sectors including Energy, Consumer Discretionary, Financials. Inception date: 2014-11-21.

SVFKX performance shows a YTD return of 21.16%. The 1-year return is 30.37% and the 5-year return is 10.40%. SVFKX dividend yield stands at 1.19%, paid annually.

SVFKX 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 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.