SVXIX Mutual Fund

Fund Essentials

Net Assets
-
Expense Ratio
1.11%
Dividend Yield (Current)
-
Holdings
28
Inception Date
Jan 12, 2015
Fund Family
Smead Capital Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 94.37%
Other: 5.63%

Top Holdings

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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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 28 positions across various sectors. Inception date: 2015-01-12.

SVXIX performance shows data across multiple time periods..

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

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