Smead Value Mutual Fund Money Managers
| SVFDX Fund | USD 79.71 0.67 0.85% |
Break down of Smead Value's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Smead Value's future under-performance.
| William Smead Executive Fund Manager |
| More |
Smead |
Smead Value Net Asset Comparison
Smead Value Fund is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 35.25 Billion. Smead Value holds roughly 1.28 Billion in net asset claiming about 4% of funds under Large Value category.
Smead Value Fund Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Smead Value Fund Price Series Summation is a cross summation of Smead Value price series and its benchmark/peer.
Smead Value Stakeholder
| William Smead | Fund Manager | Profile |
About Smead Value Management Performance
The success or failure of an entity such as Smead Value Fund often depends on how effective the management is. Smead Value management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Smead management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Smead management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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. The funds manager considers large-cap companies to be those publicly traded U.S. companies with capitalizations exceeding 5 billion. It is non-diversified.
Please note that past performance is not an indicator of the future performance of Smead Value, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Smead Value Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the Smead Value Fund information on this page should be used as a complementary analysis to other Smead Value's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.