SVAIX : Federated Strategic Value Dividend Fund Institutional Shares

SVAIX is a US Stocks Market Large Value with MODERATE fees.

SVAIX

Federated Strategic Value Dividend Fund Institutional Shares

FI Score

63 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

63% FI Score
  • svaix
  • Mutual Fund
  • US Stocks
  • Large Value

Federated Strategic Value Dividend Fund Institutional Shares

Expenses: 0.81% (Better than 1% 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

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