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Federated Hermes Strategic Value Div A SVAAX

Quantitative rating as of | See Federated Investment Hub
  • NAV / 1-Day Return 5.89  /  0.17 %
  • Total Assets 11.1 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 3.70%
  • Turnover 42%

Morningstar’s Analysis SVAAX

Will SVAAX outperform in future?

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

Summary

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A sound investment process and strong management team underpin Federated Hermes Strategic Value Div A's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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