SVAAX Mutual Fund

SVAAX Mutual Fund (Federated Hermes Strategic Value Dividend Fund Class A) is managed by Federated Hermes with $1.84B in net assets. SVAAX expense ratio is 1.06%, holding 47 positions across sectors including Utilities, Consumer Staples, Health Care. Inception date: 2005-03-30.

SVAAX performance shows a YTD return of 14.76%. The 1-year return is 24.34% and the 5-year return is 11.30%. SVAAX dividend yield stands at 5.91%, paid monthly.

SVAAX top holdings include US Bancorp (4.1%), Abbvie Inc. (3.8%), Paychex, Inc. (3.7%), Enbridge Inc. (3.6%), Verizon Communic (3.4%). Go to all SVAAX holdings, SVAAX sectors, or SVAAX dividends.

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