SVFAX Mutual Fund (Smead Value Fund Class A) is managed by Smead Capital Management with $379.7M in net assets. SVFAX expense ratio is 1.23%, holding 28 positions across sectors including Consumer Discretionary, Energy, Financials. Inception date: 2014-01-24.

SVFAX performance shows a YTD return of 11.65%. The 1-year return is 28.20% and the 5-year return is 9.34%. SVFAX dividend yield stands at 1.50%, paid annually.

SVFAX top holdings include Simon Property Group Inc (6.7%), Merck & Company Inc (6.4%), Cenovus Energy, Inc. (5.8%), Amgen Inc. (5.7%), APA Corp. (5.3%). View all SVFAX holdings, sector breakdown, or dividend history.

SVFAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SVFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.