SVFYX Mutual Fund (Smead Value Fund Class Y) is managed by Smead Capital Management with $335.6M in net assets. SVFYX expense ratio is 0.80%, holding 28 positions across sectors including Consumer Discretionary, Financials, Energy. Inception date: 2014-11-21.

SVFYX performance shows a YTD return of 7.44%. The 1-year return is 12.51% and the 5-year return is 11.23%. SVFYX dividend yield stands at 1.90%, paid annually.

SVFYX 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 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.