SMVMX Rating, Research - Smead Value Institutional

Smead Value Institutional (smvmx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 smvmx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Smead Value Institutional (SMVMX) Description: SMVMX is a mutual fund, which is an investment that owns a basket of assets. The SMVMX 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. SMVMXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. SMVMXs expense ratio is roughly 0%. The latest SMVMXs front end load was 0% and the back end load was 0%. The Smead Value Institutional (SMVMX) mutual fund falls under the large-cap mixed category. SMVMX focuses its investments in USA and SMVMX is not affiliated with a particular industry or fund sector. The Smead Value Institutional (SMVMX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SMVMXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SMVMXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to match the performance of S&P 500 index. The fund invests all of its assets in the master S&P 500 index series. It will substantially invest in securities in the S&P 500, and invests at least 80% of assets in securities or other financial instruments that are components of or correlated with the S&P 500. It will invest in the common stocks (see stock research) represented in the S&P 500 in roughly the same proportions as their weightings in the S&P 500. It may also invest in derivative instruments linked to the S&P 500. It is non-diversified.

Management Analysis Update

Performance Analysis Update