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Federated Hermes Strategic Value Div IS SVAIX

Quantitative rating as of
  • NAV / 1-Day Return 5.94  /  0.51 %
  • Total Assets 11.0 Bil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 3.92%
  • Turnover 42%

Morningstar’s Analysis SVAIX

Will SVAIX 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 IS's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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