Smead Value Fund Minimum Initial Investment

SVFKX Fund  USD 84.93  1.48  1.77%   
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.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Smead Minimum Initial Investment Analysis

Smead Value's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Minimum Initial Investment

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First Fund Deposit

More About Minimum Initial Investment | All Equity Analysis

Current Smead Value Minimum Initial Investment

    
  25 K  
Most of Smead Value's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Smead Value Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Competition

Smead Value Minimum Initial Investment Component Assessment

Based on the recorded statements, Smead Value Fund has a Minimum Initial Investment of 25 K. This is much higher than that of the Smead Funds family and significantly higher than that of the Large Value category. The minimum initial investment for all United States funds is notably lower than that of the firm.

Smead Minimum Initial Investment Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Smead Value's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Smead Value could also be used in its relative valuation, which is a method of valuing Smead Value by comparing valuation metrics of similar companies.
Smead Value is currently under evaluation in minimum initial investment among similar funds.

Fund Asset Allocation for Smead Value

The fund consists of 97.08% 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

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.
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.

Currently Active Assets on Macroaxis

Check out Smead Value Piotroski F Score and Smead Value Altman Z Score analysis.
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Please note, there is a significant difference between Smead Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Smead Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Smead Value's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.