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 Funds List
Share Class Type
1 to 12 of 12 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Smead Value A | SVFAX | Large Value | 5.92% | 39 | 1.240% | High | Front Load | $3,000 | ||
| Smead Value C | SVFCX | Large Value | 6.60% | 43 | 1.820% | Above Average | Level Load | $25,000 | ||
| Smead Value I1 | SVFFX | Large Value | 4.75% | 37 | 0.960% | High | Institutional | $1.0 Mil | ||
| Smead Value Investor | SMVLX | Large Value | 6.82% | 39 | 1.230% | High | No Load | $3,000 | ||
| Smead Value R1 | SVFDX | Large Value | 5.21% | 66 | 1.570% | High | Retirement, Medium | $25,000 | ||
| Smead Value R2 | SVFKX | Large Value | 5.85% | 41 | 1.420% | High | Retirement, Medium | $25,000 | ||
| Smead Value Y | SVFYX | Large Value | 6.99% | 35 | 0.820% | Above Average | Institutional | $10.0 Mil | ||
| Smead International Value A | SVXAX | Foreign Large Value | — | 13.54% | 1 | 1.420% | High | Front Load | $3,000 | |
| Smead International Value C | SVXCX | Foreign Large Value | — | 13.33% | 1 | 2.000% | Above Average | Level Load | $25,000 | |
| Smead International Value I1 | SVXFX | Foreign Large Value | — | 13.65% | 1 | 1.150% | High | Institutional | $1.0 Mil | |
| Smead International Value Inv | SVXLX | Foreign Large Value | — | 13.61% | 1 | 1.250% | High | No Load | $3,000 | |
| Smead International Value Y | SVXYX | Foreign Large Value | — | 13.71% | 1 | 1.000% | High | Institutional | $10.0 Mil |
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