SVALX Mutual Fund (Federated Hermes Strategic Value Dividend Fund Class R6) is managed by Federated Hermes with $1.49B in net assets. SVALX expense ratio is 0.79%, holding 47 positions across sectors including Unknown, Financials, Consumer Staples. Inception date: 2016-06-29.

SVALX performance shows a YTD return of 10.53%. The 1-year return is 20.38% and the 5-year return is 12.02%. SVALX dividend yield stands at 4.97%, paid monthly.

SVALX 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 SVALX holdings, sector breakdown, or dividend history.

SVALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SVALX alternatives are available via the screener, along with tax-loss harvesting opportunities.