SVAAX : Federated Strategic Value Dividend Fund Class A Shares

SVAAX is a US Stocks Market Large Value with HIGH fees.

SVAAX

Federated Strategic Value Dividend Fund Class A Shares

FI Score

52 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

52% FI Score
  • svaax
  • Mutual Fund
  • US Stocks
  • Large Value

Federated Strategic Value Dividend Fund Class A Shares

Expenses: 1.06% (Better than 0% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks income and long-term capital appreciation. The fund pursues its investment objective by investing primarily in high dividend-paying common stocks with dividend growth potential. Its security selection process involves prioritizing stocks based on appropriate fundamental criteria. Those companies that rank as highly attractive in the prioritization process are closely scrutinized for inclusion in the portfolio using bottom-up fundamental proprietary research. The fund may use derivative contracts, such as forward contracts, to manage or hedge the fund's currency exposure.

Largest Holdings

Amount Holding
5.82% AbbVie Inc
5.44% Verizon Communications Inc
5.14% AT&T Inc
4.90% Philip Morris International Inc
4.72% Pfizer Inc
4.25% Dominion Energy Inc
3.98% Gilead Sciences Inc
3.88% BP PLC
3.78% BCE Inc
3.63% GlaxoSmithKline PLC
3.60% Duke Energy Corp
3.39% Exxon Mobil Corp
3.39% Coca-Cola Co
3.09% National Grid PLC
2.87% PPL Corp
2.84% Chevron Corp
2.78% Enbridge Inc
2.72% Canadian Imperial Bank of Commerce
2.56% British American Tobacco PLC
2.55% United Parcel Service Inc Class B
2.47% Cisco Systems Inc
2.26% Vodafone Group PLC
2.11% Southern Co
1.74% Unilever PLC
1.67% PepsiCo Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo