SVAAX Mutual Fund
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 $85.65B in net assets. SVAAX expense ratio is 1.06%, holding 51 positions across sectors including Consumer Staples, Financials, Utilities. Inception date: 2005-03-30.
SVAAX performance shows a YTD return of 14.76%. The 1-year return is 18.44% and the 5-year return is 10.97%. SVAAX dividend yield stands at 5.74%, paid monthly.
SVAAX top holdings include Paychex, Inc. (4.2%), US Bancorp (4.1%), Verizon Communications Inc Vz (3.6%), Enbridge Inc. (3.4%), British American Tobacco Plc Common Stock GBP 25 (3.2%). 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.