SVFRX Mutual Fund

SVFRX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.37%
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%

Top Holdings

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Peer Comparison

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SVFRX Mutual Fund Overview

SVFRX Mutual Fund (Smead Value Fund Class R3) is managed by Smead Capital Management. SVFRX expense ratio is 1.37%, holding 28 positions across various sectors. Inception date: 1997-07-28.

SVFRX performance shows data across multiple time periods..

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

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