An upgrade in its Process Pillar rating is the primary driver of Smead Value Investor's upgrade to a Morningstar Quantitative Rating of Bronze from Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 71.39 / 0.31 %
- Total Assets 4.9 Bil
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Adj. Expense Ratio
- Expense Ratio 1.260%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 3,000
- Status Open
- TTM Yield 0.70%
- Turnover 17%
Morningstar’s Analysis SMVLX
Will SMVLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.