Smead Value Investor (SMVLX)
* As of 30-Nov-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.35%|
Performance & Risk
|5y Avg Return:||19.13%|
|Rank in Category (ytd):||31|
|% Rank in Category (ytd):||1.96%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital appreciation.
To achieve its investment objective, the fund will maintain approximately 25-30 companies in its portfolio and will invest in the common stocks of large capitalization ("large-cap") U.S. companies. The fund's managers consider large-cap companies to be those publicly traded U.S. companies with capitalizations exceeding $5 billion. It is non-diversified. View More