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SVAAX
Federated Hermes Strategic Value Dividend Fund Class A
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SVAAX Mutual Fund Holdings Information

Holdings Count
48
Total Assets
8.07B
Top 10 Percentage
35.01%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
48 Holdings
48 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
PM
Philip Morris International
4.51%
$363.84M
―
$190.57B
26.65%
7 Buy
0 Hold
1 Sell
Strong Buy
―
VZ
Verizon Communications
4.12%
$332.34M
―
$173.64B
19.08%
5 Buy
8 Hold
0 Sell
Moderate Buy
―
DUK
Duke Energy
3.94%
$317.28M
―
$87.25B
25.61%
7 Buy
7 Hold
0 Sell
Moderate Buy
―
TTE
TotalEnergies SE
3.65%
$294.36M
―
€146.26B
7.90%
7 Buy
5 Hold
0 Sell
Moderate Buy
―
LYB
Lyondellbasell Industries
3.49%
$281.58M
―
$31.77B
-0.76%
4 Buy
9 Hold
1 Sell
Hold
―
USB
U.S. Bancorp
3.12%
$251.17M
―
$71.99B
27.90%
7 Buy
9 Hold
0 Sell
Moderate Buy
―
TFC
Truist Financial Corporation
3.09%
$249.00M
―
$58.80B
45.16%
8 Buy
9 Hold
0 Sell
Moderate Buy
―
ENB
Enbridge Inc
3.05%
$245.62M
―
$86.14B
12.20%
5 Buy
3 Hold
1 Sell
Moderate Buy
―
SO
The Southern Company
3.03%
$244.23M
―
$93.86B
25.04%
3 Buy
5 Hold
1 Sell
Hold
―
SAN
Sanofi
3.01%
$242.58M
―
$141.64B
4.80%
7 Buy
3 Hold
1 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

22.61%Utilities16.20%Financial14.48%Healthcare13.83%Consumer Defensive11.41%Energy6.25%Communication Services5.00%Industrials4.24%Basic Materials3.65%Consumer Cyclical1.19%Technology1.15%Real Estate22.61%Utilities
Utilities
22.61%
Financial
16.20%
Healthcare
14.48%
Consumer Defensive
13.83%
Energy
11.41%
Communication Services
6.25%
Industrials
5.00%
Basic Materials
4.24%
Consumer Cyclical
3.65%
Technology
1.19%
Real Estate
1.15%

Countries Breakdown

78.78%United States7.88%Canada6.84%France5.41%United Kingdom0.55%Germany78.78%United States
United States
78.78%
Canada
7.88%
France
6.84%
United Kingdom
5.41%
Germany
0.55%

Breakdown By Smart Score

17.87%Outperform1022.82%Outperform923.34%Outperform821.28%Neutral74.67%Neutral68.23%Neutral51.78%Underperform17
The weighted average smart score of the SVAAX Mutual Fund is 7
10
17.87%
9
22.82%
8
23.34%
7
21.28%
6
4.67%
5
8.23%
4
0.00%
3
0.00%
2
0.00%
1
1.78%

SVAAX Mutual Funds FAQ

What are Mutual Funds SVAAX’s top 3 holdings?
SVAAX’s top 3 holdings are PM, VZ, DUK.
    What is Mutual Funds SVAAX’s holdings count?
    Mutual Funds SVAAX’s is holdings 48 different assets.
      What are the total assets of Mutual Funds SVAAX?
      Mutual Funds SVAAX’s total assets are 8.07B.

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