Request Fund Information
- Shareholder Services | 877.807.4122
- Sales Desk | 877.701.2883
Investors may open or access an account online by clicking here. Please call 877.807.4122 for any assistance, or we can call you.
Alternatively, investors may purchase shares from the Funds’ transfer agent or from other securities broker dealers or intermediaries that have an agreement with the Funds.
UMB Fund Services acts as transfer and shareholder service agent for the Portfolios. To purchase shares by mail, send a check payable to Smead Funds, together with a Regular Account Application, IRA Account Application or Coverdell Education Savings Account, to:
Smead Funds
C/O UMB Fund Services
PO Box 2175
Milwaukee, WI 53201-2175
Overnight courier deliveries should be sent to:
Smead Funds
C/O UMB Fund Services
235 W. Galena Street
Milwaukee, WI 53212-3948
To receive information by mail, please complete and submit the following.
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 Smead Funds Distributors, LLC. Smead Funds Distributors, LLC is a wholly owned subsidiary of Foreside Distributors, LLC. Smead Funds Distributors, LLC and Smead Capital Management are not affiliated.
This concentrated fund looks for a few high-quality stocks at bargain prices.
by Ryan Ermey
