Smead Value Fund - Class I1 (SVFFX) Research

In pursuit of its financial objectives, the fund strategically builds a focused portfolio generally comprising 25 to 30 companies. Its investments are concentrated in the equity securities of substantial U.S. enterprises, known as "large-cap" firms. The managers categorize large-cap companies as publicly listed American businesses boasting a market valuation greater than $5 billion. Furthermore, this fund employs a non-diversified investment approach.

Market snapshot

Symbol
SVFFX
Price
$92.93
Day change
+0.25%
Market cap
$3.9B
52-week range
74.01-96.02
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 R1 (SVFDX)
  • Smead Value Fund Class R2 (SVFKX)
  • Smead Value Fund Class Y (SVFYX)

Open Smead Value Fund - Class I1 (SVFFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.