Federated Strategic Value Dividend Fund Institutional Shares (SVAIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks income and long-term capital appreciation. The fund pursues its investment objective by investing primarily in high dividend-paying common stocks with dividend growth potential. Its security selection process involves prioritizing stocks based on appropriate fundamental criteria. Those companies that rank as highly attractive in the prioritization 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.


1 month+0.91% 3 years+6.05%
3 months+0.75% 5 years+7.78%
1 year+0.31% Since inception+7.28%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return+7.78%+10.32%
Expense ratio0.94%1.01%
Risk 5 year sharpe ratio0.810.94
Net assets$11.9B$2.9B
Average market cap$82.0B$103.7B
Average P/E16.716.5
Portfolio turnover19%19%

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Fund Management and Purchase Info

Fund familyFederated
Fund manager & tenureDaniel Peris / 11 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock69.40%
International stock29.72%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Telecommunication 22.34%
Utilities 17.38%
Consumer goods 17.17%
Healthcare 16.99%
Energy 12.06%
Top 10 Holdings
Portfolio weighting
VZ Verizon5.53%
T AT&T5.45%
MO Altria Group4.89%
KO Coca-Cola4.85%
PM Philip Morris4.81%
DUK Duke Energy4.35%
-- 4.00%
CCI Crown Castle International Corp3.85%
XOM Exxon Mobil3.71%
CVX Chevron3.51%