SVFLX Mutual Fund

SVFLX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.05%
Dividend Yield (Current)
-
Holdings
27
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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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

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 27 positions across various sectors. Inception date: 1997-07-28.

SVFLX performance shows data across multiple time periods..

SVFLX top holdings include a diversified portfolio. Go to all SVFLX holdings, SVFLX sectors, or SVFLX dividends.

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