Smead Value Profile



Odds of Distress

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Equity ratings for Smead Value Fund Class A Shar are calculated based on Macroaxis scoring framework. The performance scores are derived for the period starting October 20, 2019 and ending today January 18, 2020. Click here to learn more.

Smead Value Profile

To achieve its investment objective, the fund will maintain approximately 25-30 companies in its portfolio and will invest in the common stocks of large capitalization U.S. companies. Smead Value is traded on BATS Exchange in USA. more on Smead Value
NameSmead Value Fund Class A Shar
Macroaxis Advice
Business AddressSmead Funds Trust
InstrumentUSA Mutual Fund View All
ExchangeBATS Exchange
Mutual Fund FamilySmead Funds
Mutual Fund CategoryLarge Value
Phone877 807 4122
CurrencyUSD - US Dollar
Beta In Three Year0.89
StartdateJanuary 2, 2008
Smead Value Fund Class A Shar [SVFAX] is traded in USA and was established January 18, 2020. The fund is listed under Large Value category and is part of Smead Funds family. Smead Value Fund at this time has accumulated 1.36 B in assets with minimum initial investment of 3 K. , while the total return for the last 3 years was 9.79%.
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Instrument Allocation

Sector Allocation (%)

Top Mutual Fund Constituents

Smead Value Target Price Odds Analysis

Odds Below 50.36HorizonTargetOdds Above 50.36
65.38%30 days 50.36 34.07%
Based on normal probability distribution, the odds of Smead Value to move above current price in 30 days from now is about 34.07 (This Smead Value Fund Class A Shar probability density function shows the probability of Smead Value Mutual Fund to fall within a particular range of prices over 30 days) .

Smead Value Fund Risk Profiles

Smead Value Key Fundamentals

Smead Value Against Markets

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Smead Value Distributions to stockholders

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