Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Smead Mutual Funds
View all of Smead’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Smead Mutual Funds List
1 to 12 of 12 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Smead International Value Fund Class Y | SVXYX | Foreign Large Value | 27.14% | 1 | 1.010% | High | Institutional | $10M | ||
| Smead International Value Fund Class I1 | SVXFX | Foreign Large Value | 27.06% | 1 | 1.160% | High | Institutional | $1M | ||
| Smead International Value Fund Class C | SVXCX | Foreign Large Value | 26.01% | 1 | 2.010% | High | Level Load | $25,000 | ||
| Smead International Value Fund Class A | SVXAX | Foreign Large Value | 26.76% | 1 | 1.430% | High | Front Load | $3,000 | ||
| Smead International Value Fund Investor Class | SVXLX | Foreign Large Value | 27.37% | 1 | 1.260% | High | No Load | $3,000 | ||
| Smead Value Fund Class I1 | SVFFX | Large Value | 25.38% | 10 | 0.960% | High | Institutional | $1M | ||
| Smead Value Fund Class R1 | SVFDX | Large Value | 24.68% | 13 | 1.600% | High | Retirement, Medium | $25,000 | ||
| Smead Value Fund Class A | SVFAX | Large Value | 25.10% | 12 | 1.230% | High | Front Load | $3,000 | ||
| Smead Value Fund Investor Class | SMVLX | Large Value | 25.09% | 12 | 1.230% | High | No Load | $3,000 | ||
| Smead Value Fund Class Y | SVFYX | Large Value | 25.52% | 10 | 0.810% | Above Average | Institutional | $10M | ||
| Smead Value Fund Class R2 | SVFKX | Large Value | 24.85% | 13 | 1.450% | High | Retirement, Medium | $25,000 | ||
| Smead Value Fund Class C | SVFCX | Large Value | 24.45% | 14 | 1.820% | Above Average | Level Load | $25,000 |
Smead Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States