SVFKX Mutual Fund

NAV$90.93

AUM$381,072.01

TER1.45%

Holdings28

SVFKX Mutual Fund

NAV$90.93

Smead Value Fund Class R2

AUM$381,072.01

TER1.45%

Holdings28

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Sector Concentration Analysis

Top 3 Sectors

••.•%

of total portfolio

Concentration Level

••••

concentration risk

Largest Sector

••.•%

••••••••

Sector Allocation

Sector Breakdown

Sector	Holdings	Weight
••••••••	75	30.00%
••••••••	65	20.00%
••••••••	60	18.00%
••••••••	50	15.00%
••••••••	45	12.00%

Industry Breakdown

Top 15 industries by allocation

SVFKX Mutual Fund Sector Allocation

SVFKX sector allocation breaks down across Consumer Discretionary (25.4%), Financials (20.8%), Energy (19.8%), Health Care (13.4%), Real Estate (11.4%). Across 28 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SVFKX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

SVFKX geographic allocation shows country exposure. SVFKX overlap calculator reveals how sector exposure compares with other funds.