Smead Value is trading at 86.16 as of the 26th of November 2024; that is 1.09 percent up since the beginning of the trading day. The fund's open price was 85.23. Smead Value has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Smead Value Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2022 and ending today, the 26th of November 2024. Click here to learn more.
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. More on Smead Value Fund
Smead Value Fund [SVFYX] is traded in USA and was established 26th of November 2024. Smead Value is listed under Smead Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Smead Funds family. This fund at this time has accumulated 1.28 B in assets with no minimum investment requirementsSmead Value Fund is currently producing year-to-date (YTD) return of 11.72% with the current yeild of 0.02%, while the total return for the last 3 years was 8.16%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Smead Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Smead Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Smead Value Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Smead Mutual Fund
Smead Value financial ratios help investors to determine whether Smead Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Smead with respect to the benefits of owning Smead Value security.