Smead International Value Fund Quote
| SVXCX Fund | USD 52.79 0.36 0.68% |
PerformanceInsignificant
| Odds Of DistressLow
|
Smead International is trading at 52.79 as of the 1st of March 2025; that is 0.68 percent decrease since the beginning of the trading day. The fund's open price was 53.15. Smead International 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. The performance scores are derived for the period starting the 1st of December 2024 and ending today, the 1st of March 2025. Click here to learn more.
Under normal market circumstances, the fund will invest at least 80 percent of its net assets in the stock of non-U.S. companies. To achieve the funds investment objective, the adviser will maintain approximately 25-30 companies in its portfolio and will invest in the common stocks of primarily large-cap non-U.S. More on Smead International Value
Smead Mutual Fund Highlights
| Fund Concentration | Smead Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Smead Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Smead International Value [SVXCX] is traded in USA and was established 1st of March 2025. Smead International is listed under Smead Funds category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Smead Funds family. Smead International Value at this time has accumulated 108.87 M in assets with no minimum investment requirements with the current yeild of 0.02%.
Check Smead International Probability Of Bankruptcy
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 International Value 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.
Top Smead International Value Mutual Fund Constituents
| BG | Bunge Limited | Stock | Consumer Staples | |
| FRO | Frontline | Stock | Energy | |
| OXY | Occidental Petroleum | Stock | Energy |
Smead International Value Risk Profiles
| Mean Deviation | 0.6635 | |||
| Semi Deviation | 0.8108 | |||
| Standard Deviation | 0.8358 | |||
| Variance | 0.6986 |
Smead International Against Markets
Other Information on Investing in Smead Mutual Fund
Smead International 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 International security.
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