SVXAX Mutual Fund

SVXAX Mutual Fund (Smead International Value Fund Class A) is managed by Smead Capital Management with $33.0M in net assets. SVXAX expense ratio is 1.43%, holding 29 positions across sectors including Energy, Financials, Industrials. 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 1.16%, paid annually.

SVXAX top holdings include Northern Institutional Treasury Portfolio (10.2%), Cenovus Energy, Inc. (9.7%), Bawag Group Ag Common Stock EUR (9.1%), Strathcona Resou (7.0%), Tamarack Valley Energy Ltd. (5.7%). 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.