SVFRX Mutual Fund

SVFRX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.37%
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

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

SVFRX performance shows data across multiple time periods..

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

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