SVALX Mutual Fund
NAV$7.21
AUM$1.5B
TER0.79%
Holdings47
SVALX Mutual Fund
NAV$7.21
Federated Hermes Strategic Value Dividend Fund Class R6
AUM$1.5B
TER0.79%
Holdings47
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See the full sector breakdown of SVALX
Sector concentration, industry allocation and the exact weight of every sector.
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SVALX Mutual Fund Sector Allocation
SVALX sector allocation breaks down across Unknown (17.9%), Financials (16.0%), Consumer Staples (14.0%), Utilities (12.8%), Real Estate (10.5%). Across 47 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SVALX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
SVALX geographic allocation shows country exposure. SVALX overlap calculator reveals how sector exposure compares with other funds.