SVFCX Mutual Fund (Smead Value Fund Class C) is managed by Smead Capital Management with $67.3M in net assets. SVFCX expense ratio is 1.80%, holding 28 positions across sectors including Consumer Discretionary, Financials, Energy. Inception date: 2020-04-15.

SVFCX performance shows a YTD return of 7.28%. The 1-year return is 13.76% and the 5-year return is 10.64%. SVFCX dividend yield stands at 1.04%, paid annually.

SVFCX top holdings include Simon Property Group Inc (6.6%), Merck & Company Inc (5.9%), American Express Co. (5.6%), Amgen Inc. (5.5%), Dr Horton Inc. (5.4%). View all SVFCX holdings, sector breakdown, or dividend history.

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