SVAIX Mutual Fund
SVAIX Mutual Fund
SVAIX Mutual Fund
Federated Hermes Strategic Value Dividend Fund Institutional Class
SVAIX Mutual Fund Overview
SVAIX Mutual Fund (Federated Hermes Strategic Value Dividend Fund Institutional Class) is managed by Federated Hermes with $6.28B in net assets. SVAIX expense ratio is 0.81%, holding 51 positions across sectors including Consumer Staples, Financials, Utilities. Inception date: 2005-03-30.
SVAIX performance shows a YTD return of 14.81%. The 1-year return is 18.56% and the 5-year return is 11.19%. SVAIX dividend yield stands at 5.93%, paid monthly.
SVAIX 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 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.