SVFCX Mutual Fund (Smead Value Fund Class C) is managed by Smead Capital Management with $70.6M in net assets. SVFCX expense ratio is 1.82%, holding 28 positions across sectors including Consumer Discretionary, Energy, Financials. Inception date: 2020-04-15.

SVFCX performance shows a YTD return of 11.39%. The 1-year return is 29.56% and the 5-year return is 9.04%. SVFCX dividend yield stands at 1.00%, paid annually.

SVFCX 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 SVFCX holdings, sector breakdown, or dividend history.

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