Smead Value Fund Class R2 (SVFKX) Research
This fund primarily seeks substantial capital growth over the long term. To pursue this objective, its portfolio typically comprises common stocks of approximately 25 to 30 large U.S. corporations. The fund's management defines "large-cap" companies as publicly traded American enterprises with market capitalizations exceeding $5 billion. Furthermore, it operates as a non-diversified investment.
Market snapshot
- Symbol
- SVFKX
- Price
- $93.95
- Day change
- +0.23%
- Market cap
- $3.8B
- 52-week range
- 74.85-97.09
- 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 I1 (SVFFX)
- Smead Value Fund Class Y (SVFYX)
Open Smead Value Fund Class R2 (SVFKX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.