MENU
+Compare
SVFYX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$83.05
Change
+$0.21 (+0.25%)
Net Assets
4.63B

SVFYX Smead Value Y Forecast, Technical & Fundamental Analysis

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

Category: #Large Value
Interact to see
Advertisement
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 Y MF is 81.69B. The market cap for tickers in the group ranges from 4.67B to 227.55B. AXP holds the highest valuation in this group at 227.55B. The lowest valued company is MAC at 4.67B.

Volume

The average weekly volume growth across all stocks in the Smead Value Y MF was 7%. For the same stocks of the MF, the average monthly volume growth was 41% and the average quarterly volume growth was -30%

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: 100
Price Growth Rating: 49
SMR Rating: 100
Profit Risk Rating: 40
Seasonality Score: -44 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RGLBX26.640.10
+0.38%
American Funds Global Insight R-2
GEGAX15.75N/A
N/A
abrdn Emerging Markets A
SEGIX41.47N/A
N/A
NAA Large Cap Value C
BRULX16.82N/A
N/A
MFS Blended Research Value Equity R3
ACAYX56.63N/A
N/A
Alger Capital Appreciation Instl Y

SVFYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SVFYX has been closely correlated with VVIAX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if SVFYX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SVFYX
1D Price
Change %
SVFYX100%
N/A
VVIAX - SVFYX
86%
Closely correlated
N/A
VIVAX - SVFYX
86%
Closely correlated
N/A
VIVIX - SVFYX
86%
Closely correlated
N/A
FFFMX - SVFYX
83%
Closely correlated
+0.16%
FFMMX - SVFYX
82%
Closely correlated
+0.16%
More