SVAIX Mutual Fund

SVAIX Mutual Fund (Federated Hermes Strategic Value Dividend Fund Institutional Class) is managed by Federated Hermes with $6.37B in net assets. SVAIX expense ratio is 0.81%, holding 47 positions across sectors including Utilities, Consumer Staples, Health Care. Inception date: 2005-03-30.

SVAIX performance shows a YTD return of 14.81%. The 1-year return is 24.45% and the 5-year return is 11.53%. SVAIX dividend yield stands at 6.10%, paid monthly.

SVAIX 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 SVAIX holdings, SVAIX sectors, or SVAIX dividends.

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