Smead Value Fund Filter Stocks by Fundamentals
| SVFDX Fund | USD 78.24 0.33 0.42% |
Smead Value Fund fundamentals help investors to digest information that contributes to Smead Value's financial success or failures. It also enables traders to predict the movement of Smead Mutual Fund. The fundamental analysis module provides a way to measure Smead Value's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Smead Value mutual fund.
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Fund Asset Allocation for Smead Value
The fund consists of 94.13% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Smead Value's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Smead Fundamentals
| Price To Earning | 16.99 X | ||||
| Price To Book | 2.07 X | ||||
| Price To Sales | 1.80 X | ||||
| Total Asset | 3.88 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 5.47 % | ||||
| One Year Return | 23.56 % | ||||
| Three Year Return | 12.17 % | ||||
| Five Year Return | 14.65 % | ||||
| Ten Year Return | 11.77 % | ||||
| Net Asset | 1.28 B | ||||
| Last Dividend Paid | 0.21 | ||||
| Cash Position Weight | 5.87 % | ||||
| Equity Positions Weight | 94.13 % |
About Smead Value Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Smead Value Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Smead Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Smead Value Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Smead Value in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Smead Value's short interest history, or implied volatility extrapolated from Smead Value options trading.
Currently Active Assets on Macroaxis
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 Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.