IVFIX : Federated International Strategic Value Dividend Fund Institutional Shares

IVFIX is a International Stocks Market Large Value with MODERATE fees.

IVFIX

Federated International Strategic Value Dividend Fund Institutional Shares

FI Score

49 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

49% FI Score
  • ivfix
  • Mutual Fund
  • International Stocks
  • Large Value

Federated International Strategic Value Dividend Fund Institutional Shares

Expenses: 0.86% (Better than 1% of similar funds)

This is a bad choice for a Large Value International Stocks fund. See why ยป

Fund Summary

The investment seeks to provide income and long-term capital appreciation. The fund pursues its investment objective by investing primarily in equity securities of companies based in countries outside the United States, consisting principally of high dividend-paying stocks with dividend growth potential. It generally invests in large-cap or mid-cap stocks and may also hold depositary receipts and real estate investment trusts. The fund will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in dividend-paying securities.

Largest Holdings

Amount Holding
5.26% Sanofi SA
4.83% National Grid PLC
4.75% BCE Inc
4.44% Enbridge Inc
4.09% Zurich Insurance Group AG
3.84% SSE PLC
3.71% Unilever PLC
3.57% TELUS Corp
3.49% Admiral Group PLC
3.38% Emera Inc
3.31% Terna SpA
3.29% Canadian Imperial Bank of Commerce
3.10% BP PLC
3.00% Munchener Ruckversicherungs-Gesellschaft AG
2.80% GlaxoSmithKline PLC
2.57% British American Tobacco PLC
2.52% Philip Morris International Inc
2.50% Vodafone Group PLC
2.40% NTT DOCOMO Inc
2.33% Roche Holding AG Dividend Right Cert.
2.27% Elisa Oyj Class A
2.26% HKT Trust and HKT Ltd
2.24% Danone SA
2.11% Iberdrola SA
2.06% TC Energy Corp

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