SVALX Mutual Fund (Federated Hermes Strategic Value Dividend Fund Class R6) is managed by Federated Hermes with $1.43B in net assets. SVALX expense ratio is 0.79%, holding 46 positions across sectors including Financials, Unknown, Consumer Staples. Inception date: 2016-06-29.

SVALX performance shows a YTD return of 13.59%. The 1-year return is 20.38% and the 5-year return is 12.02%. SVALX dividend yield stands at 4.97%, paid monthly.

SVALX top holdings include Totalenergies Se Common Stock Eur 2.5 (4.1%), US Bancorp (4.0%), Pnc Financial Services Group Inc. (3.9%), Exxon Mobil Corp. (3.8%), British American Tobacco Plc Common Stock GBP 25 (3.6%). View all SVALX holdings, sector breakdown, or dividend history.

SVALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SVALX alternatives are available via the screener, along with tax-loss harvesting opportunities.