SVAIX Mutual Fund (Federated Hermes Strategic Value Dividend Fund Institutional Class) is managed by Federated Hermes with $6.20B in net assets. SVAIX expense ratio is 0.81%, holding 47 positions across sectors including Unknown, Financials, Consumer Staples. Inception date: 2005-03-30.

SVAIX performance shows a YTD return of 9.84%. The 1-year return is 20.38% and the 5-year return is 11.96%. SVAIX dividend yield stands at 4.95%, paid monthly.

SVAIX top holdings include Pnc Financial Services Group I Preferred Stock 5.375 (4.0%), U.S. Bancorp Com New (3.9%), British American Tobacco P.l.c (3.8%), Enbridge Inc. Cumulative Redeemable Pfd (3.6%), Totalenergies Se Common (3.5%). View all SVAIX holdings, sector breakdown, or dividend history.

SVAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SVAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.