Smead Value Financial Indicators Patterns

SVFYX -- USA Fund  

USD 49.44  0.74  1.47%

Use fundamental data analysis to confirm all available indicators of Smead Value Fund to find out if markets are presently mispricing the entity. We found eight available drivers for Smead Value Fund Class Y which can be compared to its competition. Please use Smead Value Minimum Initial Investment and Equity Positions Weight to make a decision on weather Smead Value Fund is priced fairly. Use Smead Value to protect your portfolios against small markets fluctuations. The fund experiences somewhat bearish sentiment, but market may correct it shortly. Check odds of Smead Value to be traded at $47.96 in 30 days.

Chance of Financial Distress

Smead Value Fund Class Y has less than 4 (%) percent chance of experiencing financial distress in the next 2 years of operations. More Info

Smead Value Company Summary

Smead Value competes with Dodge Cox, American Mutual, American Mutual, American Mutual, and American Mutual. 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.
InstrumentUSA Mutual Fund View All
ExchangeBATS Exchange
Business AddressSmead Funds Trust
Mutual Fund FamilySmead Funds
Mutual Fund CategoryLarge Value
Phone877 807 4122
CurrencyUSD - US Dollar

Smead Value Key Fundamentals

Smead Value Last Dividend Paid vs Cash Position Weight

Smead Price Drivers Relationships

Smead Value Fund Class Y is rated second largest fund in last dividend paid among similar funds. It is rated below average in cash position weight among similar funds creating about  4.38  of Cash Position Weight per Last Dividend Paid.

Smead Value Fund Systematic Risk

The output start index for this execution was twenty-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Smead Value Fund correlated with the market. If Beta is less than 0 Smead Value generally moves in the opposite direction as compared to the market. If Smead Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Smead Value Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Smead Value is generally in the same direction as the market. If Beta > 1 Smead Value moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.
Smead Value Fund Class Y is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 600.44 Billion. Smead Value adds roughly 1.32 Billion in net asset claiming only tiny portion of funds under Large Value category.

Smead Value February 23, 2020 Opportunity Range

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