Smead Value Fund (SMVLX) Research
This fund seeks to achieve its investment objectives by investing in the common shares of approximately 25 to 30 prominent U.S. companies. It primarily targets large-capitalization firms, which management classifies as publicly traded American businesses with a market value exceeding $5 billion. The portfolio is structured as non-diversified.
Market snapshot
- Symbol
- SMVLX
- Price
- $92.95
- Day change
- +0.25%
- Market cap
- $3.9B
- 52-week range
- 74.01-96.05
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BlackRock Advantage Small Cap Core Fund (BDSKX)
- Baron Growth Fund (BGRFX)
- The Hartford MidCap Fund (HMDCX)
- Carillon Eagle Mid Cap Growth Fund (HRAUX)
- Parnassus Endeavor Fund (PARWX)
- Parnassus Funds - Parnassus Endeavor Fund (PFPWX)
- T. Rowe Price New Era Fund (PRNEX)
- ClearBridge Aggressive Growth Fund (SHRAX)
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