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Logo for Fund Smead Value Fund;Y

Smead Value Fund;Y (SVFYX)

NASDAQ Currency in USD
$406.00
+$4.48
+1.12%
Last Update: 18 Jul 2026, 04:12
Assets Under Management
Expense Ratio
0.42%
Forward Dividend Yield
$298.30-$563.76
52 Week Range

SVFYX Price Chart

Explore Smead Value Fund;Y interactive price chart. Choose custom timeframes to analyze SVFYX price movements and trends.

SVFYX Fund Profile

Key details and information about Smead Value Fund;Y (SVFYX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

26 Nov 2014

Country

US

Description

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.

SVFYX Fund Performance

View SVFYX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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