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Nasdaq - Delayed Quote USD
Federated Hermes Strategic Value Div IS (SVAIX)
6.24
-0.00
(-0.03%)
At close: March 28 at 8:03:52 PM EDT
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6.24 - YTD Return 7.96%
- Expense Ratio 0.81%
- Category Large Value
- Last Cap Gain 12.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 8.53B
- Beta (5Y Monthly) 0.64
- Yield 3.54%
- 5y Average Return --
- Holdings Turnover 35.00%
- Last Dividend 0.03
- Inception Date Jun 29, 2016
The fund pursues its investment objective by investing primarily in high dividend-paying common stocks with dividend growth potential. The Adviser’s security selection process involves prioritizing stocks based on attractive combinations of dividend yield and dividend growth potential over time following review of appropriate fundamental criteria, including, but not limited to, balance sheet strength, earnings growth, and cash flow durability. The fund may use derivative contracts, such as forward contracts, to manage or hedge the fund's currency exposure.
Federated
Fund Family
Large Value
Fund Category
8.53B
Net Assets
2016-06-29
Inception Date
Performance Overview: SVAIX
View MoreTrailing returns as of 3/27/2025. Category is Large Value.
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Holdings: SVAIX
View MoreSector Weightings
SectorSVAIX
Healthcare 20.54%
Financial Services 17.78%
Utilities 16.89%
Energy 13.88%
Consumer Defensive 11.06%
Real Estate 5.95%
Communication Services 5.13%
Basic Materials 2.77%
Consumer Cyclical 2.46%
Industrials 1.84%
Technology 1.69%
Recent News: SVAIX
View MoreResearch Reports: SVAIX
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