SVFKX Mutual Fund (Smead Value Fund Class R2) is managed by Smead Capital Management with $414,116.4 in net assets. SVFKX expense ratio is 1.45%, holding 28 positions across sectors including Consumer Discretionary, Energy, Financials. Inception date: 2014-11-21.

SVFKX performance shows a YTD return of 11.55%. The 1-year return is 29.96% and the 5-year return is 9.43%. SVFKX dividend yield stands at 1.27%, paid annually.

SVFKX 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 SVFKX holdings, sector breakdown, or dividend history.

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