SVXIX Mutual Fund

SVXIX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.11%
Dividend Yield (Current)
-
Holdings
29
Inception Date
Jan 12, 2015
Fund Family
Smead Capital Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 89.09%
Other: 10.91%
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Peer Comparison

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

SVXIX Mutual Fund Overview

SVXIX Mutual Fund (Smead International Value Fund Class I2) is managed by Smead Capital Management. SVXIX expense ratio is 1.11%, holding 29 positions across various sectors. Inception date: 2015-01-12.

SVXIX performance shows data across multiple time periods..

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

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