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SVFFX
Mutual Fund ticker: NASDAQ
AS OF
Oct 15 closing price
Price
$80.83
Change
+$0.15 (+0.19%)
Net Assets
4.36B

SVFFX Smead Value I1 Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are American Express Company (NYSE:AXP), Merck & Co (NYSE:MRK), Amgen (NASDAQ:AMGN), Simon Property Group (NYSE:SPG), DR Horton (NYSE:DHI), Occidental Petroleum Corp (NYSE:OXY), 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 I1 MF is 81.21B. The market cap for tickers in the group ranges from 4.38B to 230.1B. AXP holds the highest valuation in this group at 230.1B. The lowest valued company is MAC at 4.38B.

Volume

The average weekly volume growth across all stocks in the Smead Value I1 MF was -3%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was -36%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 44
Price Growth Rating: 53
SMR Rating: 46
Profit Risk Rating: 43
Seasonality Score: 54 (-100 ... +100)
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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
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SVFFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SVFFX has been closely correlated with VVIAX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if SVFFX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SVFFX
1D Price
Change %
SVFFX100%
N/A
VVIAX - SVFFX
88%
Closely correlated
N/A
VIVIX - SVFFX
88%
Closely correlated
N/A
VIVAX - SVFFX
88%
Closely correlated
N/A
FFMMX - SVFFX
83%
Closely correlated
+0.22%
FFFMX - SVFFX
83%
Closely correlated
+0.24%
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