SVFMX Mutual Fund

SVFMX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.89%
Dividend Yield (Current)
-
Holdings
27
Inception Date
Feb 28, 2018
Fund Family
Smead Capital Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

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

SVFMX Mutual Fund Overview

SVFMX Mutual Fund (Smead Value Fund Class I3) is managed by Smead Capital Management. SVFMX expense ratio is 0.89%, holding 27 positions across various sectors. Inception date: 2018-02-28.

SVFMX performance shows data across multiple time periods..

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

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