SVFSX Mutual Fund

SVFSX Mutual Fund

See how much of SVFSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials

Net Assets
-
Expense Ratio
1.14%
Dividend Yield (Current)
-
Holdings
27
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%
See how much of SVFSX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

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 27 positions across various sectors. Inception date: 2018-02-28.

SVFSX performance shows data across multiple time periods..

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

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