SVFKX Mutual Fund (Smead Value Fund Class R2) is managed by Smead Capital Management with $381,072.01 in net assets. SVFKX expense ratio is 1.45%, holding 28 positions across sectors including Consumer Discretionary, Financials, Energy. Inception date: 2014-11-21.

SVFKX performance shows a YTD return of 7.34%. The 1-year return is 14.11% and the 5-year return is 11.04%. SVFKX dividend yield stands at 1.32%, paid annually.

SVFKX 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 SVFKX holdings, sector breakdown, or dividend history.

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