- What does SVFYX invest in?
- The Fund seeks long-term capital appreciation. The Fund will maintain approximately 25-30 companies in its portfolio and will invest in the common stocks of large capitalization U.S. companies. The Fund considers large-cap companies to be those publicly traded U.S. companies with capitalizations exceeding $5 billion.
- What is the expense ratio of SVFYX?
- Smead Value Fund;Y (SVFYX) charges an expense ratio of 0.81%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SVFYX?
- Smead Value Fund;Y (SVFYX) manages $3.98B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SVFYX actively managed or an index fund?
- SVFYX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SVFYX launched?
- Smead Value Fund;Y (SVFYX) launched in November 2014 and is managed by the fund issuer.
- How has SVFYX performed?
- SVFYX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
