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Federated Hermes Strategic Value Div C (SVACX)

5.51 +0.01 (+0.18%)
As of 8:06 AM EDT. Market Open.

Fund Summary

The fund pursues its investment objective by investing primarily in high dividend-paying common stocks with dividend growth potential. The Adviser’s security selection process involves prioritizing stocks based on attractive combinations of dividend yield and dividend growth potential over time following review of appropriate fundamental criteria, including, but not limited to, balance sheet strength, earnings growth, and cash flow durability. The fund may use derivative contracts, such as forward contracts, to manage or hedge the fund's currency exposure.

Federated Hermes Strategic Value Div C

Pittsburgh, PA 15222-3779
5800 Corporate Drive

Fund Overview

Category Large Value
Fund Family Federated
Net Assets 8.04B
YTD Return 3.44%
Yield 3.23%
Morningstar Rating
Inception Date Mar 30, 2005

Fund Operations

Last Dividend 0.04
Last Cap Gain -9.00
Holdings Turnover 35.00%
Average for Category --

Fees & Expenses

Expense SVACX Category Average
Annual Report Expense Ratio (net) 1.06% 0.94%
Prospectus Net Expense Ratio 1.06% --
Prospectus Gross Expense Ratio 1.18% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.24%
Max Deferred Sales Load -- 1.29%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Michael R. Tucker, Lead Manager since December 31, 2019
Michael Tucker, Senior Vice President, Senior Portfolio Manager. Responsible for portfolio management and research on the Strategic Value Dividend Team. Previous associations: Portfolio Manager, Technology Fund, Senior Investment Analyst; Research Assistant, Federated Hermes. B.S., M.S.I.A., Carnegie Mellon University. Joined Federated Hermes 1993.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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