Smead Value Profile



Odds of Distress

Analyze Filter   Check how we calculate scores
Equity ratings for Smead Value Fund Class R2 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 R2
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 Year0.9
StartdateJanuary 2, 2008
Smead Value Fund Class R2 [SVFKX] 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 25 K.
Check Smead Value Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Top Mutual Fund Constituents

Smead Value Target Price Odds Analysis

Odds Below 51.58HorizonTargetOdds Above 51.58
62.84%30 days 51.58 36.58%
Based on normal probability distribution, the odds of Smead Value to move above current price in 30 days from now is about 36.58 (This Smead Value Fund Class R2 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

Did you try this?

Run Pair Correlation Now


Pair Correlation

Compare performance and examine historical correlation between any two equity instruments
All  Next Launch Module

Smead Value Distributions to stockholders

Additionally take a look at World Market Map. Please also try Piotroski F Score module to get piotroski f score based on binary analysis strategy of nine different fundamentals.
Company logos by clearbit