SVFLX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.05%
Dividend Yield (Current)
-
Holdings
28
Inception Date
Jul 28, 1997
Fund Family
Smead Capital Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 92.66%
Cash: 7.34%

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Top Holdings

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Peer Comparison

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SVFLX Mutual Fund Overview

SVFLX Mutual Fund (Smead Value Fund Class R4) is managed by Smead Capital Management. SVFLX expense ratio is 1.05%, holding 28 positions across various sectors. Inception date: 1997-07-28.

SVFLX performance shows data across multiple time periods..

SVFLX top holdings include a diversified portfolio. View all SVFLX holdings, sector breakdown, or dividend history.

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