SVFMX Mutual Fund

Fund Essentials

Net Assets
-
Expense Ratio
0.89%
Dividend Yield (Current)
-
Holdings
28
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%

Price Chart (6M)

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Top Holdings

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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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 28 positions across various sectors. Inception date: 2018-02-28.

SVFMX performance shows data across multiple time periods..

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

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