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SVFDX Smead Value R1 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Merck & Co (NYSE:MRK), American Express Company (NYSE:AXP), Amgen (NASDAQ:AMGN), Occidental Petroleum Corp (NYSE:OXY), DR Horton (NYSE:DHI), Simon Property Group (NYSE:SPG), Lennar Corp (NYSE:LEN).

Industry description

The investment seeks long-term capital appreciation. 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 ("large-cap") U.S. companies. The fund's manager considers large-cap companies to be those publicly traded U.S. companies with capitalizations exceeding $5 billion. It is non-diversified.

Market Cap

The average market capitalization across the Smead Value R1 MF is 90.15B. The market cap for tickers in the group ranges from 3.72B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is MAC at 3.72B.

Volume

The average weekly volume growth across all stocks in the Smead Value R1 MF was -40%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was 58%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 55
P/E Growth Rating: 46
Price Growth Rating: 42
SMR Rating: 37
Profit Risk Rating: 33
Seasonality Score: 25 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Smead Funds Trust600 University Street, Suite 2412, Seattle, WASeattle
Phone
N/A
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
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Columbia Overseas Value Inst
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HFAJX13.11N/A
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Hartford Schroders Intl Cntrrn Val A
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Fidelity Mid Cap Value Index

SVFDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SVFDX has been closely correlated with FFFMX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if SVFDX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SVFDX
1D Price
Change %
SVFDX100%
+0.10%
FFFMX - SVFDX
83%
Closely correlated
-0.25%
FFMMX - SVFDX
82%
Closely correlated
-0.25%
DOXGX - SVFDX
80%
Closely correlated
-0.50%
VVIAX - SVFDX
77%
Closely correlated
-0.50%
VIVAX - SVFDX
77%
Closely correlated
-0.50%
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