SVALX Mutual Fund

SVALX Mutual Fund (Federated Hermes Strategic Value Dividend Fund Class R6) is managed by Federated Hermes with $1.49B in net assets. SVALX expense ratio is 0.79%, holding 51 positions across sectors including Consumer Staples, Financials, Utilities. Inception date: 2016-06-29.

SVALX performance shows a YTD return of 15.52%. The 1-year return is 18.55% and the 5-year return is 11.24%. SVALX dividend yield stands at 5.94%, paid monthly.

SVALX 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 SVALX holdings, SVALX sectors, or SVALX dividends.

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