Federated Hermes Strategic Value Dividend FundSVAAX
Type
Mutual fund
Peer group
Global equity
Net assets
$9.5B
Expense ratio
1.06%
1-year return
+18.5%
3 years, a year
+16.8%
5 years, a year
+11.0%
Holdings
47
What it aims to do.
The Funds investment objective is to provide income and long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| PNC Pnc Financial Services Group Inc (The) | 4.00% |
| USB US Bancorp | 3.88% |
| JOBY British American Tobacco Plc | 3.77% |
| ENB Enbridge Inc | 3.56% |
| JOBY Totalenergies Se | 3.53% |
| JOBY Sanofi Sa | 3.42% |
| TFC Truist Financial Corp | 3.42% |
| PAYX Paychex Inc | 3.41% |
| VZ Verizon Communications Inc | 3.30% |
| PLD Prologis Inc | 3.16% |
More on SVAAX.
- SVAAX overview
- SVAAX holdings
- SVAAX risk
- SVAAX costs
- SVAAX money in and out
- SVAAX share classes
- Compare SVAAX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.