SVXAX Mutual Fund

SVXAX Mutual Fund (Smead International Value Fund Class A) is managed by Smead Capital Management with $31.1M in net assets. SVXAX expense ratio is 1.43%, holding 28 positions across sectors including Energy, Industrials, Consumer Discretionary. Inception date: 2022-01-12.

SVXAX performance shows a YTD return of 28.57%. The 1-year return is 47.96%. SVXAX dividend yield stands at 1.19%, paid annually.

SVXAX top holdings include Cenovus Energy, Inc. (13.7%), Bunge Ltd. - Ordinary Shares (8.8%), Unicredit Spa (5.6%), Northern Institutional Treasury Portfolio (5.6%), Frontline Ltd (5.6%). Go to all SVXAX holdings, SVXAX sectors, or SVXAX dividends.

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