IVFLX Mutual Fund

IVFLX Mutual Fund (Federated Hermes International Strategic Value Dividend Fund Class R6) is managed by Federated Hermes with $125.5M in net assets. IVFLX expense ratio is 0.85%, holding 44 positions across sectors including Consumer Staples, Energy, Financials. Inception date: 2017-01-27.

IVFLX performance shows a YTD return of 11.58%. The 1-year return is 23.91% and the 5-year return is 10.43%. IVFLX dividend yield stands at 3.67%, paid monthly.

IVFLX top holdings include Total Energies Se (4.4%), Zurich Insurance Group. Namen Akt (3.8%), British American Tobacco P.l.c (3.8%), Allianz Se (3.8%), Muenchener Rueckversicherungs-Gesellschaft Ag (3.4%). Go to all IVFLX holdings, IVFLX sectors, or IVFLX dividends.

IVFLX can be compared against other funds. Use IVFLX overlap to find shared positions, or IVFLX vs another fund for a side-by-side view. IVFLX alternatives are available via the screener, along with tax-loss harvesting opportunities.