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Smead Value Fund Investor Class (SMVLX)

US Funds

从投资组合添加/删除添加至投资组合

79.98 -0.33 -0.41%

26/06 - 延迟数据. USD 货币 ( 免责声明 )

类型: 基金

市场: 美国

发行商: Smead Funds

资产类别: 股票

晨星评级:
总资产: 108.76M

SMVLX概述

本页面提供Smead Value Fund Investor Class的详细介绍，帮助您了解SMVLX的高管、总资产、投资策略和联系方式等信息。

种类

Large Value

总资产

108.76M

费用

1.18%

开始日期

39449

联络信息

地址 1411 Fourth Avenue, Suite 1550
Seattle,WA 98101
United States

电话 +1 206 8389850

传真 206.838.9851

网址 www.smeadfunds.com

高管

名称	标题	任期	至
Cole W. Smead	CEO & Portfolio Manager	2014	now
背景介紹	Cole W. Smead, CFA® joined Smead Capital Management, Inc. at its inception in 2007 and serves as CEO and Portfolio Manager of the firm. Mr. Smead received his B.A. in Economics/History from Whitman College in 2006. Prior to joining Smead Capital Management, Inc., Mr. Smead was a Financial Advisor at Wachovia Securities in Scottsdale, Arizona. Mr. Smead holds the Chartered Financial Analyst® designation.
William W. Smead	CIO	2008	now
背景介紹	William W. Smead founded Smead Capital Management, Inc. in July 2007, and serves as Chief Investment Officer of the firm. Prior to founding Smead Capital Management, Inc., Mr. Smead served as Portfolio Manager and Director of Investments for Smead Investment Group of Wachovia Securities from September 2001 through June 2007. Prior to that, Mr. Smead served as a financial advisor and portfolio manager with Smith Barney from February 1993 to September 2001
Tony A. Scherrer	Director of Research & Portfolio Manager	2008	2021
背景介紹	Tony A. Scherrer, CFA®, is the Director of Research. Mr. Scherrer joined Smead Capital Management, Inc. in January 2008, and serves as Senior Vice President and Portfolio Manager. Mr. Scherrer received his B.A. in Business Administration with a Finance emphasis from Seattle Pacific University. Prior to joining Smead Capital Management, Inc., Mr. Scherrer served as Vice President and Senior Portfolio Manager for U.S. Trust Company from April 2005 through November 2007, where he managed the investment portfolios of high-net-worth clients, not-for-profit organizations and corporations. Previously, he served at Smith Barney Asset Management, where he was responsible for managing and recommending securities in the consumer, financial, technology and health care sectors for one of its funds. Mr. Scherrer holds the Chartered Financial Analyst® designation.

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近期报价

名称	价格	涨跌额	涨跌幅
Smead Value Inves.	79.98	-0.33	-0.41%
东方红睿逸定期开放混合	1.932	-0.010	-0.31%
ILFS	12.90	+0.09	+0.70%