Smead Value Buy Hold or Sell Recommendation

SVF
SVFYX -- USA Fund  

USD 50.62  0.12  0.24%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Smead Value Fund Class Y is 'Strong 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 SVFYX 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 SVFYX 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
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Smead Value Fund Class Y has a risk adjusted performance of 0.0512, jensen alpha of 0.0322, total risk alpha of (0.10), sortino ratio of (0.05) and treynor ratio of 0.2452
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 and Equity Positions Weight to make buy, hold, or sell decision on Smead Value.

Smead Value Trading Alerts and Improvement Suggestions

On December 19, 2019 Smead Value paid $ 2.129 per share dividend to its current shareholders
The fund maintains 98.14% of its assets in stocks

Smead Value Returns Distribution Density

Mean Return0.07Value At Risk0.76
Potential Upside0.89Standard Deviation0.69
 Return Density 
    
  Distribution 

Smead Value Greeks

α
Alpha over DOW
=0.03224
β
Beta against DOW=0.24
σ
Overall volatility
=0.69
Ir
Information ratio =0.08

Smead Value Volatility Alert

Smead Value Fund Class Y has relatively low volatility with skewness of -3.03 and kurtosis of 16.01. However, we advise all investors to independently investigate Smead Value Fund Class Y to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 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 Investment10 M976.16 K
Last Dividend Paid0.560.65
Cash Position Weight1.86 10.61 
Equity Positions Weight98.14 63.90