About SVFCX
Smead Value Fund Class C is an open-end mutual fund focused on generating long-term capital appreciation. Managed by Smead Capital Management, the fund mainly invests in large-cap U.S. companies, specifically targeting those with market capitalizations exceeding $5 billion at the time of purchase. Employing a concentrated, value-oriented approach, the fund typically holds around 25–30 companies in its portfolio, reflecting a high-conviction, low-turnover strategy that seeks out businesses perceived as undervalued yet possessing strong wealth-building potential. The portfolio spans sectors such as consumer discretionary, energy, financials, health care, and real estate, with substantial allocations to each. Smead Value Fund Class C benchmarks its performance against widely recognized indices like the S&P 500 and Russell 1000 Value Index, underscoring its alignment with the large-cap value category. Led by a team of experienced portfolio managers, the fund is designed for investors seeking exposure to U.S. equities with a disciplined value investment philosophy and a focus on robust, established companies.
Fund Family Smead Funds
Category Large Value
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol SVFCX
Share Class Class C Shares
Index S&P 500 TR
SVFCX had a total return of 24.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.97%.
