Smead Value Fund Class Y (SVFYX) Research

The Smead Value Fund Class Y's main goal is to generate significant capital growth over an extended period. To achieve this, the fund typically invests in a focused portfolio of about 25 to 30 companies, primarily acquiring common shares of major U.S. corporations. For the purposes of this fund, the manager defines "large-cap" companies as publicly traded U.S. businesses with market values exceeding $5 billion. This fund operates as a non-diversified investment vehicle.

Market snapshot

Symbol
SVFYX
Price
$93.11
Day change
+0.25%
Market cap
$3.8B
52-week range
74.17-96.21
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 R2 (SVFKX)

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