Smead Value Financial Statements From 2010 to 2024
| SVFKX Fund | USD 83.13 0.91 1.11% |
Check Smead Value financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Smead main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Smead financial statements analysis is a perfect complement when working with Smead Value Valuation or Volatility modules.
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Smead Value Fund Mutual Fund Annual Yield Analysis
Smead Value's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Smead Value Annual Yield | 0.01 % |
Most of Smead Value's fundamental indicators, such as Annual Yield, 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.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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In accordance with the recently published financial statements, Smead Value Fund has an Annual Yield of 0.0134%. This is much higher than that of the Smead Funds family and significantly higher than that of the Large Value category. The annual yield for all United States funds is notably lower than that of the firm.
Smead Value Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Smead Value's current stock value. Our valuation model uses many indicators to compare Smead Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Smead Value competition to find correlations between indicators driving Smead Value's intrinsic value. More Info.Smead Value Fund is rated top fund in annual yield among similar funds. It is rated top fund in year to date return among similar funds creating about 405.32 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Smead Value by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Smead Value's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Smead Value's earnings, one of the primary drivers of an investment's value.About Smead Value Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Smead Value income statement, its balance sheet, and the statement of cash flows. Smead Value investors use historical funamental indicators, such as Smead Value's revenue or net income, to determine how well the company is positioned to perform in the future. Although Smead Value investors may use each financial statement separately, they are all related. The changes in Smead Value's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Smead Value's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Smead Value Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Smead Value. Please read more on our technical analysis and fundamental analysis pages.
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.
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Check out the analysis of Smead Value Correlation against competitors. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..