Smead Value Fund Class A (SVFAX) Research
The Smead Value Fund Class A is designed to achieve substantial capital growth over an extended period. To accomplish this, the fund maintains a concentrated portfolio, generally comprising 25 to 30 companies. It primarily invests in the common shares of leading U.S. corporations, commonly known as "large-cap" businesses. The fund's management defines these large-cap entities as publicly traded American companies with a market capitalization exceeding $5 billion. It's important to note that this fund is classified as non-diversified.
Market snapshot
- Symbol
- SVFAX
- Price
- $92.01
- Day change
- +0.24%
- Market cap
- $3.9B
- 52-week range
- 73.25-95.08
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Small Cap Value Fund Investor Class (ASVIX)
- Goldman Sachs Small Cap Value Fund Institutional Shares (GSSIX)
- SEI Institutional Investments Trust S&P 500 Index Fund Class A (SPINX)
- SEI Institutional Managed Trust Tax Managed Large Cap Fund (STLYX)
- Smead Value Fund Class R1 (SVFDX)
- Smead Value Fund - Class I1 (SVFFX)
- Smead Value Fund Class R2 (SVFKX)
- Smead Value Fund Class Y (SVFYX)
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