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Smead Fundamentals

SVF
SVFYX -- USA Fund  

USD 49.44  0.74  1.47%

Smead Value fundamental analysis lookup allows you to check this and other indicators for Smead Value Fund Class Y 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

Smead Minimum Initial Investment Analysis

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 
=  
First Fund Deposit 
More About Minimum Initial Investment | All Equity Analysis
Smead Value Minimum Initial Investment  =
10 M
ValuationFundamentalsBuy or Sell

About Minimum Initial Investment

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.
Compare to competition
Based on recorded statements Smead Value Fund Class Y has Minimum Initial Investment of 10 M. This is much higher than that of the Smead Funds family, and significantly higher than that of Large Value category, The Minimum Initial Investment for all funds is notably lower than the firm.

Smead Value Fund Fundamental Drivers Relationships

Smead Price Drivers Relationships

Smead Value Fund Class Y is rated below average in net asset among similar funds. It is rated top fund in minimum initial investment among similar funds making about  0.01  of Minimum Initial Investment per Net Asset. The ratio of Net Asset to Minimum Initial Investment for Smead Value Fund Class Y is roughly  132.00 

Smead Equity Positions Weight Peer Comparison

  Equity Positions Weight 
    
  Smead Value Comparables 
Smead Value is currently under evaluation in equity positions weight among similar funds.

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.
 Value 
    
  Instrument Type 

Smead current financial ratios

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