SVACX Mutual Fund

SVACX Mutual Fund (Federated Hermes Strategic Value Dividend Fund Class C) is managed by Federated Hermes with $85.65B in net assets. SVACX expense ratio is 1.88%, holding 51 positions across sectors including Consumer Staples, Financials, Utilities. Inception date: 2005-03-30.

SVACX performance shows a YTD return of 7.02%. The 1-year return is 9.83% and the 5-year return is 4.81%. SVACX dividend yield stands at 4.65%, paid monthly.

SVACX top holdings include Paychex, Inc. (4.2%), US Bancorp (4.1%), Verizon Communic (3.6%), Enbridge Inc. (3.4%), British American Tobacco Plc Common Stock GBP 25 (3.2%). Go to all SVACX holdings, SVACX sectors, or SVACX dividends.

SVACX can be compared against other funds. Use SVACX overlap to find shared positions, or SVACX vs another fund for a side-by-side view. SVACX alternatives are available via the screener, along with tax-loss harvesting opportunities.