Portfolio Managers
Portfolio Management
Bill Smead
Chief Investment Officer
Cole Smead, CFA®
President & Portfolio Manager
Investor Share Class
SMVLX
Price: $85.73
CUSIP: 83178C881
Minimum Investment: $3,000
A Share Class
SVFAX
Price: $84.89
CUSIP: 83178C808
Minimum Investment: $3,000
I1 Share Class
SVFFX
Price: $85.82
CUSIP: 83178C873
Minimum Investment: $1,000,000
R1 Share Class
SVFDX
Price: $84.06
CUSIP: 83178C303
Minimum Investment: $25,000
R2 Share Class
SVFKX
Price: $86.76
CUSIP: 83178C402
Minimum Investment: $25,000
Y Share Class
SVFYX
Price: $86.03
CUSIP: 83178C709
Minimum Investment: $10,000,000
C Share Class
SVFCX
Price: $82.56
CUSIP: 83178C105
Minimum Investment: $25,000
Click here for a Fund Prospectus or Application.
Please refer to the prospectus for important information about the investment company including objectives, risks, charges, and expenses. Read and consider it carefully before investing. You may also obtain a hard copy of the prospectus by calling 1.877.807.4122.
Mutual fund investing involves risk. Principal loss is possible.
The Smead Funds are distributed by UMB Distribution Services, LLC. UMB Distribution Services, and Smead Capital Management are not affiliated. CFA® is a registered trademark owned by the CFA Institute.
Investor Share Class
SMVLX
Price: $85.73
CUSIP: 83178C881
Minimum Investment: $3,000
A Share Class
SVFAX
Price: $84.89
CUSIP: 83178C808
Minimum Investment: $3,000
I1 Share Class
SVFFX
Price: $85.82
CUSIP: 83178C873
Minimum Investment: $1,000,000
R1 Share Class
SVFDX
Price: $84.06
CUSIP: 83178C303
Minimum Investment: $25,000
R2 Share Class
SVFKX
Price: $86.76
CUSIP: 83178C402
Minimum Investment: $25,000
Y Share Class
SVFYX
Price: $86.03
CUSIP: 83178C709
Minimum Investment: $10,000,000
C Share Class
SVFCX
Price: $82.56
CUSIP: 83178C105
Minimum Investment: $25,000
This concentrated fund looks for a few high-quality stocks at bargain prices.
by Ryan Ermey
