SVAAX Mutual Fund
SVAAX Mutual Fund
Federated Hermes Strategic Value Dividend Fund Class A
SVAAX Mutual Fund Overview
SVAAX Mutual Fund (Federated Hermes Strategic Value Dividend Fund Class A) is managed by Federated Hermes with $1.81B in net assets. SVAAX expense ratio is 1.06%, holding 47 positions across sectors including Unknown, Financials, Consumer Staples. Inception date: 2005-03-30.
SVAAX performance shows a YTD return of 9.78%. The 1-year return is 20.06% and the 5-year return is 10.73%. SVAAX dividend yield stands at 4.77%, paid monthly.
SVAAX top holdings include Pnc Financial Services Group I Preferred Stock 5.375 (4.0%), U.S. Bancorp Com New (3.9%), British American Tobacco P.l.c (3.8%), Enbridge Inc. Cumulative Redeemable Pfd (3.6%), Totalenergies Se Common (3.5%). View all SVAAX holdings, sector breakdown, or dividend history.
SVAAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SVAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.