SVFSX Mutual Fund

SVFSX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.14%
Dividend Yield (Current)
-
Holdings
28
Inception Date
Feb 28, 2018
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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SVFSX Mutual Fund Overview

SVFSX Mutual Fund (Smead Value Fund Class S) is managed by Smead Capital Management. SVFSX expense ratio is 1.14%, holding 28 positions across various sectors. Inception date: 2018-02-28.

SVFSX performance shows data across multiple time periods..

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

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