Smead Value Fund Class R1 (SVFDX)
SVFDX Price Chart
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SVFDX Fund Profile
Key details and information about Smead Value Fund Class R1 (SVFDX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
26 Nov 2014
Country
US
Description
The fund's primary objective is to achieve substantial capital growth over an extended period. To pursue this aim, it concentrates its holdings in approximately 25 to 30 prominent American companies through their common stock. Management identifies these "large-cap" entities as publicly traded U.S. firms with a market capitalization exceeding $5 billion. The portfolio is characterized as non-diversified.
SVFDX Fund Performance
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