SVFYX Mutual Fund (Smead Value Fund Class Y) is managed by Smead Capital Management with $376.0M in net assets. SVFYX expense ratio is 0.81%, holding 28 positions across sectors including Consumer Discretionary, Energy, Financials. Inception date: 2014-11-21.

SVFYX performance shows a YTD return of 15.21%. The 1-year return is 29.80% and the 5-year return is 10.02%. SVFYX dividend yield stands at 1.77%, paid annually.

SVFYX 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 SVFYX holdings, sector breakdown, or dividend history.

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