Federated Hermes Strategic Value Dividend Fund (SVAIX) Research
The Federated Hermes Strategic Value Dividend Fund aims to achieve its investment objective by primarily allocating capital to equity securities known for their significant dividend payouts and their prospects for sustained dividend growth. Its investment adviser employs a rigorous security selection process, emphasizing stocks that offer a compelling combination of attractive dividend yield and future dividend appreciation. This rigorous evaluation considers key fundamental criteria, including, but not limited to, a company's financial strength (balance sheet), earnings growth trajectory, and the reliability of its cash flow generation. The fund may also utilize derivative instruments, such as forward currency contracts, for the purpose of managing or hedging its exposure to currency fluctuations.
Market snapshot
- Symbol
- SVAIX
- Price
- $6.85
- Day change
- -0.58%
- Market cap
- $9.2B
- 52-week range
- 6.08-7.16
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AB Large Cap Growth Fund (APGCX)
- Fidelity Value Fund (FDVLX)
- Fidelity Emerging Markets Fund (FEMKX)
- Guggenheim Macro Opportunities Fund (GIOIX)
- JPMorgan Value Advantage Fund (JVASX)
- T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX)
- ClearBridge Dividend Strategy Fund (SOPAX)
- TIAA-CREF Large Cap Value Fund (TRLCX)
Open Federated Hermes Strategic Value Dividend Fund (SVAIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.