Smead Filter Stocks by Fundamentals

SVFDX -- USA Fund  

USD 44.16  1.68  3.66%

Smead Value three year returns fundamental analysis lookup allows you to check this and other indicators for Smead Value Fund Class R1 or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please continue to Equity Screeners to view more equity screening tools

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Portfolio Volatility

Check portfolio volatility and analyze historical return density to properly model market risk
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Fund Asset Allocation for Smead Value

The fund consists of 97.55% investments in stocks, with the rest of investments allocated between different money market instruments.
  Instrument Type 

Smead Fundamentals

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Watchlist Optimization

Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
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Currently Active Assets on Macroaxis

Purchased few shares of
a day ago
Traded for 185.94
Purchased a lot of shares of
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Traded for 151.69
Purchased over 20 shares of
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Traded for 129.54
Purchased over 70 shares of
a day ago
Traded for 34.93
Purchased over 50 shares of
a day ago
Traded for 54.99
Additionally, take a look at Please also try Aroon Oscillator module to analyze current equity momentum using aroon oscillator and other momentum ratios.