3Q 2024 Webcast
Pinnacles of Confidence
3rd Quarter 2024 WebcastÂ
October 29, 2024 – 1:00PM PST (4PM EST)
Please join us for the Smead Funds 3rd Quarter 2024 Webcast. During the call, our portfolio management team will walk through attribution, holdings, and portfolio characteristics. We will then reintroduce attendees to our eight criteria for stock selection with Merck & Co. (MRK). We will end the call by presenting “Pinnacles of Confidence” with a discussion on prior euphoria episodes in comparison to today’s markets. The webcast will end with a question-and-answer session. We welcome your participation.
Call-in toll number (U.S./Canada) +1-650-479-3208
Access code 2551 753 9751
Event password Smead3Q24
Please email info@smeadcap.com if you would like a copy of the presentation following the webcast.
- Daily Share Price
- Tickers, CUSIPS & Minimums
As of 12/09/2024
Investor Share Class
SMVLX
Price: $84.44
A Share Class
SVFAX
Price: $83.62
I1 Share Class
SVFFX
Price: $84.58
R1 Share Class
SVFDX
Price: $82.68
R2 Share Class
SVFKX
Price: $85.36
Y Share Class
SVFYX
Price: $84.74
C Share Class
SVFCX
Price: $81.22
Investor Share Class
SMVLX
Price: $84.44
CUSIP: 83178C881
Minimum Investment: $3,000
A Share Class
SVFAX
Price: $83.62
CUSIP: 83178C808
Minimum Investment: $3,000
I1 Share Class
SVFFX
Price: $84.58
CUSIP: 83178C873
Minimum Investment: $1,000,000
R1 Share Class
SVFDX
Price: $82.68
CUSIP: 83178C303
Minimum Investment: $25,000
R2 Share Class
SVFKX
Price: $85.36
CUSIP: 83178C402
Minimum Investment: $25,000
Y Share Class
SVFYX
Price: $84.74
CUSIP: 83178C709
Minimum Investment: $10,000,000
C Share Class
SVFCX
Price: $81.22
CUSIP: 83178C105
Minimum Investment: $25,000
Fund holdings and sector allocations are subject to change and should not be considered recommendations to buy or sell any security.
Click here for a Fund Prospectus or Application.Â
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 Distribution Services, LLC. Distribution Services, and Smead Capital Management are not affiliated. CFA® is a registered trademark owned by the CFA Institute.
- Daily Share Price
- Tickers, CUSIPS & Minimums
As of 12/09/2024
Investor Share Class
SMVLX
Price: $84.44
A Share Class
SVFAX
Price: $83.62
I1 Share Class
SVFFX
Price: $84.58
R1 Share Class
SVFDX
Price: $82.68
R2 Share Class
SVFKX
Price: $85.36
Y Share Class
SVFYX
Price: $84.74
C Share Class
SVFCX
Price: $81.22
Investor Share Class
SMVLX
Price: $84.44
CUSIP: 83178C881
Minimum Investment: $3,000
A Share Class
SVFAX
Price: $83.62
CUSIP: 83178C808
Minimum Investment: $3,000
I1 Share Class
SVFFX
Price: $84.58
CUSIP: 83178C873
Minimum Investment: $1,000,000
R1 Share Class
SVFDX
Price: $82.68
CUSIP: 83178C303
Minimum Investment: $25,000
R2 Share Class
SVFKX
Price: $85.36
CUSIP: 83178C402
Minimum Investment: $25,000
Y Share Class
SVFYX
Price: $84.74
CUSIP: 83178C709
Minimum Investment: $10,000,000
C Share Class
SVFCX
Price: $81.22
CUSIP: 83178C105
Minimum Investment: $25,000
This concentrated fund looks for a few high-quality stocks at bargain prices.
by Ryan Ermey