SVFDX Mutual Fund (Smead Value Fund Class R1) is managed by Smead Capital Management with $114,787.61 in net assets. SVFDX expense ratio is 1.60%, holding 28 positions across sectors including Consumer Discretionary, Energy, Financials. Inception date: 2014-11-21.

SVFDX performance shows a YTD return of 11.48%. The 1-year return is 28.04% and the 5-year return is 9.85%. SVFDX dividend yield stands at 1.19%, paid annually.

SVFDX 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 SVFDX holdings, sector breakdown, or dividend history.

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