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.
- NAV / 1-Day Return 5.89 / 0.17 %
- Total Assets 11.1 Bil
Adj. Expense Ratio
- 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?
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