Smead Value Fund Cash Position Weight

SVFYX Fund  USD 83.92  1.46  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 Cash Position Weight Analysis

Smead Value's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Cash Percentage

 = 

% of Cash

in the fund

More About Cash Position Weight | All Equity Analysis

Current Smead Value Cash Position Weight

    
  5.87 %  
Most of Smead Value's fundamental indicators, such as Cash Position Weight, 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.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Competition

Smead Value Cash Position Weight Component Assessment

In accordance with the recently published financial statements, Smead Value Fund has 5.87% in Cash Position Weight. This is much higher than that of the Smead Funds family and significantly higher than that of the Large Value category. The cash position weight for all United States funds is notably lower than that of the firm.

Smead Cash Position Weight 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 Cash Position Weight 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 cash position weight among similar funds.

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

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.
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 Smead Value Piotroski F Score and Smead Value Altman Z Score analysis.
You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

Complementary Tools for Smead Mutual Fund analysis

When running Smead Value's price analysis, check to measure Smead Value's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Smead Value is operating at the current time. Most of Smead Value's value examination focuses on studying past and present price action to predict the probability of Smead Value's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Smead Value's price. Additionally, you may evaluate how the addition of Smead Value to your portfolios can decrease your overall portfolio volatility.
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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.