SVAAX Mutual Fund

NAV$7.20

AUM$1.8B

TER1.06%

Holdings47

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SVAAX Mutual Fund

NAV$7.20

Federated Hermes Strategic Value Dividend Fund Class A

AUM$1.8B

TER1.06%

Holdings47

See how much of SVAAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of SVAAX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

SVAAX Mutual Fund Sector Allocation

SVAAX sector allocation breaks down across Financials (16.0%), Consumer Staples (14.0%), Utilities (12.8%), Health Care (11.3%), Real Estate (10.5%). Across 47 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SVAAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

SVAAX by country shows geographic exposure. SVAAX overlap reveals how sector exposure compares with other funds.