Smead Value Fund Class R1 (SVFDX)
Smead Value Fund Class R1 operates in the Asset Management industry of the Financial Services sector, headquartered in Phoenix, AZ, US. The stock last traded at $95.57, up 0.18% on the session, giving a market capitalisation of $3.94B. Its beta of 0.73 implies it has historically moved less than the broad market.
The fund's primary objective is to achieve substantial capital growth over an extended period. To pursue this aim, it concentrates its holdings in approximately 25 to 30 prominent American companies through their common stock. Management identifies these "large-cap" entities as publicly traded U.S. firms with a market capitalization exceeding $5 billion. The portfolio is characterized as non-diversified.
Smead Value Fund Class R1 is most often compared with the following Financial Services names: