SMVLX Rating, Research - Smead Value Investor

Smead Value Investor (smvlx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 74

Threats + Weaknesses = 61

When strengths & opportunities substantially exceed threats & weaknesses an investment in the smvlx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Smead Value Investor (SMVLX) Description: SMVLX is a mutual fund, which is an investment that owns a basket of assets. The SMVLX mutual fund was provided by Smead and this investment vehicle derives the majority of its value from equity holdings (stocks). Smeads mutual fund has a medium management tenure and is in the small fund size classification. SMVLXs minimum initial investment amount is $3000 while the IRA minimum is $3000. SMVLXs expense ratio is roughly 1%. The latest SMVLXs front end load was 0% and the back end load was 0%. The Smead Value Investor (SMVLX) mutual fund falls under the large-cap mixed category. SMVLX focuses its investments in USA and SMVLX is not affiliated with a particular industry or fund sector. The Smead Value Investor (SMVLX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SMVLXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SMVLXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities (see equity research). The portfolio primarily invests in common stocks (see stock research). It may invest in securities of both domestic and foreign issuers. The fund invests in securities of companies that are believed to be undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry.

Management Analysis Update

Performance Analysis Update