SVACX Mutual Fund

SVACX Mutual Fund (Federated Hermes Strategic Value Dividend Fund Class C) is managed by Federated Hermes with $330.4M in net assets. SVACX expense ratio is 1.88%, holding 47 positions across sectors including Financials, Consumer Staples, Utilities. Inception date: 2005-03-30.

SVACX performance shows a YTD return of 14.17%. The 1-year return is 23.26% and the 5-year return is 10.74%. SVACX dividend yield stands at 5.13%, paid monthly.

SVACX top holdings include Pnc Financial Services Group Inc. (4.0%), US Bancorp (3.9%), British American Tobacco Plc Common Stock GBP 25 (3.8%), Enbridge Inc. (3.6%), Totalenergies Se Common Stock Eur 2.5 (3.5%). Go to all SVACX holdings, SVACX sectors, or SVACX dividends.

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