SVALX Mutual Fund
SVALX Mutual Fund
SVALX Mutual Fund
Federated Hermes Strategic Value Dividend Fund Class R6
SVALX Mutual Fund Overview
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 47 positions across sectors including Financials, Consumer Staples, Utilities. 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 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 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.