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Federated Hermes Strategic Value Div C SVACX

Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 5.38  /  0.75 %
  • Total Assets 7.9 Bil
  • Adj. Expense Ratio
    1.870%
  • Expense Ratio 1.870%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 3.29%
  • Turnover 35%

Morningstar’s Analysis SVACX

Will SVACX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Federated Hermes Strategic Value Div C boasts strong People and Process Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings SVACX

  • Current Portfolio Date
  • Equity Holdings 46
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 35.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.73
384,956,262
Consumer Defensive
3.95
321,282,846
Utilities
3.88
315,647,223
Energy
3.64
295,844,982
Communication Services
3.60
292,632,470
Basic Materials
3.43
278,796,160
Healthcare
3.22
261,685,638
Financial Services
3.06
249,003,504
Energy
3.05
248,058,502
Financial Services
3.03
246,342,218
Utilities