Smead Value Buy Hold or Sell Recommendation

SVF
SVFKX -- USA Fund  

USD 51.70  0.12  0.23%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Smead Value Fund Class R2 is 'Hold'. Macroaxis provides Smead Value buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SVFKX positions. The advice algorithm takes into account all of Smead Value Fund available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from SVFKX buy-and-hold prospective. Additionally take a look at Smead Value Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Smead ValueBuy Smead Value
Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Smead Value Fund Class R2 has a risk adjusted performance of 0.0439, jensen alpha of 0.0396, total risk alpha of (0.11), sortino ratio of (0.09) and treynor ratio of 1.22
Macroaxis buy or sell recommendation tool can be used to complement Smead Value Fund advice provided by experts. It analyzes the organization potential to grow against your specific risk preferences and investment horizon. Please use Smead Value Fund Minimum Initial Investment to make buy, hold, or sell decision on Smead Value.

Smead Value Trading Alerts and Improvement Suggestions

On December 19, 2019 Smead Value paid $ 1.967 per share dividend to its current shareholders
The fund maintains 98.14% of its assets in stocks

Smead Value Returns Distribution Density

Mean Return0.05Value At Risk0.87
Potential Upside0.71Standard Deviation0.62
 Return Density 
    
  Distribution 

Smead Value Greeks

α
Alpha over DOW
=0.03957
β
Beta against DOW=0.0359
σ
Overall volatility
=0.63
Ir
Information ratio =0.12

Smead Value Volatility Alert

Smead Value Fund Class R2 has low volatility with Treynor Ratio of 1.22, Maximum Drawdown of 4.92 and kurtosis of 15.73. However, we advice all investors to further analyze Smead Value Fund Class R2 to make certain all market information is desiminated and is consistent with the current expectations about Smead Value upside potential.
    
 Better Than Average     
    
 Worse Than Average Compare Smead Value to competition

Smead Value Fundamental Vs Peers

FundamentalsSmead ValuePeer Average
Net Asset1.36 B4.11 B
Minimum Initial Investment25 K976.16 K
Last Dividend Paid0.390.65
Cash Position Weight1.86 10.61 
Equity Positions Weight98.14 63.90