Smead Value Fund Class R1 (SVFDX) Research
The fund's primary objective is to achieve substantial capital growth over an extended period. To pursue this aim, it concentrates its holdings in approximately 25 to 30 prominent American companies through their common stock. Management identifies these "large-cap" entities as publicly traded U.S. firms with a market capitalization exceeding $5 billion. The portfolio is characterized as non-diversified.
Market snapshot
- Symbol
- SVFDX
- Price
- $90.38
- Day change
- +0.24%
- Market cap
- $3.9B
- 52-week range
- 72.03-93.39
- 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 A (SVFAX)
- Smead Value Fund - Class I1 (SVFFX)
- Smead Value Fund Class R2 (SVFKX)
- Smead Value Fund Class Y (SVFYX)
Open Smead Value Fund Class R1 (SVFDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.