SVALX Mutual Fund

SVALX Mutual Fund (Federated Hermes Strategic Value Dividend Fund Class R6) is managed by Federated Hermes with $1.51B in net assets. SVALX expense ratio is 0.79%, holding 47 positions across sectors including Utilities, Consumer Staples, Health Care. Inception date: 2016-06-29.

SVALX performance shows a YTD return of 15.52%. The 1-year return is 24.64% and the 5-year return is 11.62%. SVALX dividend yield stands at 6.11%, paid monthly.

SVALX top holdings include Us Bancorp (4.1%), Abbvie Inc. (3.8%), Paychex, Inc. (3.7%), Enbridge Inc. (3.6%), Verizon Communications Inc Com Usd1 (3.4%). 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.