Smead Value Fund - Class I1 (SVFFX)
Smead Value Fund - Class I1 operates in the Asset Management industry of the Financial Services sector, headquartered in Phoenix, AZ, US. The stock last traded at $98.43, up 0.17% on the session, giving a market capitalisation of $3.95B. Its beta of 0.72 implies it has historically moved less than the broad market.
In pursuit of its financial objectives, the fund strategically builds a focused portfolio generally comprising 25 to 30 companies. Its investments are concentrated in the equity securities of substantial U.S. enterprises, known as "large-cap" firms. The managers categorize large-cap companies as publicly listed American businesses boasting a market valuation greater than $5 billion. Furthermore, this fund employs a non-diversified investment approach.
Smead Value Fund - Class I1 is most often compared with the following Financial Services names: