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 $6.31B in net assets. SVAIX expense ratio is 0.81%, holding 47 positions across sectors including Financials, Consumer Staples, Utilities. 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 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 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.