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Federated Strategic Value Dividend Instl (SVAIX)

6.19 Down 0.01(0.16%) Sep 17

Profile as of Aug 30, 2014Get Profile for:
Federated Strategic Value Dividend Instl
Federated Equity Funds5800 Corporate DrivePittsburgh, PA 15222-3779
Phone: 800-341-7400
Fund Overview 
Category:Large Value
Fund Family:Federated
Net Assets:9.10B
Year-to-Date Return:11.96%
Morningstar Rating:3 stars
Fund Inception Date:Mar 30, 2005
Morningstar Style Box 
Large Value
[View Category Definition]
View Top Large Value Funds
About the Morningstar Style Box
Management Information 
Walter Bean
Lead Manager since Mar 30, 2005
Senior Vice President, Senior Portfolio Manager, and Head of Income Management Team for Federated Investors, Inc. He has 43 years of investment experience and has been with Federated since 2000.
Investment Information 
Min Initial Investment:1,000,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:50
Min Subsequent Investment:0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
SVAIX can be purchased from 93 brokerages.

Fund Summary 
The investment seeks income and long-term capital appreciation. The fund pursues its investment objective by investing primarily in high dividend yielding common stocks with dividend growth potential. Its security selection process involves screening and prioritizing stocks based on appropriate quantitative statistics. Those companies that rank as highly attractive in the screening process are closely scrutinized for inclusion in the portfolio using bottom-up fundamental proprietary research. The fund may use derivative contracts, such as forward contracts, to manage or hedge the fund's currency exposure.

Fund Operations 
Last Dividend (Aug 27, 2014) : 0.02
Last Cap Gain : 0.00
Annual Holdings Turnover (Sep 15, 2014) : 25.00%
Average for Category:34.98%
Fees & Expenses 
ExpenseSVAIXCategory Avg
Annual Report Expense Ratio (net):0.80%1.13%
Prospectus Net Expense Ratio:0.81%N/A
Prospectus Gross Expense Ratio:0.95%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.38%
Max Deferred Sales Load: N/A2.33%
3 Yr Expense Projection*:303528
5 Yr Expense Projection*:525836
10 Yr Expense Projection*:1,1661,674
* Per $10,000 invested