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Federated Strategic Value Dividend Instl Fund (SVAIX)

Fund performance review and position details on Federated Strategic Value Dividend Instl Fund (SVAIX)

    Last Trade: $ on , Change: (0%)

Federated Strategic Value Dividend Instl Fund (SVAIX) HighlightFederated Strategic Value Dividend Instl Fund (SVAIX) Fund Summary

Federated Strategic Value Dividend Instl Fund (SVAIX) statistics as of May 30, 2016

Category: Large Value
Fund Family: Federated
Net Asset: $13.01B
Yield: 3.15%
Year-to-Date Return: 9.56%
Morningstar rating: 5

 

Federated Strategic Value Dividend Instl Fund (SVAIX) CostFederated Strategic Value Dividend Instl Fund (SVAIX) Cost

Federated Strategic Value Dividend Instl Fund (SVAIX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Large Value average): 0.80% (1.10%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 16.00%

 

Federated Strategic Value Dividend Instl Fund (SVAIX) PerformanceFederated Strategic Value Dividend Instl Fund (SVAIX) Performance

Most current Federated Strategic Value Dividend Instl Fund (SVAIX) Performance

1-month Performance (Large Value category median performance): 1.16% (1.19%)
3-month Performance (Large Value category median performance): 7.38% (9.56%)
1 Year Performance (Large Value category median performance): 10.68% (-2.36%)
3 Year Performance (Large Value category median performance): 11.49% (7.81%)
5 Year Performance (Large Value category median performance): 11.47% (9.15%)
Number of Years of positive return: 8 years
Number of Years of negative return: 2 years
3 year Alpha (Large Value category average): 3.98 (-2.66)
3 year Beta (Large Value category average): 0.66 (0.98)
3 year Sharpe Ratio: 1.16
3 year Treynor: 17.24

Federated Strategic Value Dividend Instl Fund (SVAIX) topholdingTop Stock Holdings in Federated Strategic Value Dividend Instl Fund (SVAIX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Verizon Communications Inc. Com4.58%0.00%
AT&T Inc.4.56%0.00%
GlaxoSmithKline PLC4.51%0.00%
Vodafone Group PLC4.5%0.00%
Philip Morris International Inc4.43%0.00%
Altria Group, Inc.4.37%0.00%
The Kraft Heinz Company4.03%0.00%
AbbVie Inc. Common Stock3.96%0.00%
National Grid PLC3.95%0.00%
Procter & Gamble Company (The) 3.9%0.00%
*Note: The price change will reset to 0 after the midnight

 

Federated Strategic Value Dividend Instl Fund (SVAIX) Portfolio AllocationFederated Strategic Value Dividend Instl Fund (SVAIX) Fund Portfolio Allocation

Federated Strategic Value Dividend Instl Fund (SVAIX) Fund Portfolio Allocation data as of 03/2016

Stock98.11%
Bond0%
Cash1.89%
Other0%

 

Federated Strategic Value Dividend Instl Fund (SVAIX) CompareCompare with other Large Value category mutual funds

Below are some additional Large Value mutual funds generated out of our database

Fund1 Year3 year5 year
Federated Strategic Value Dividend Instl10.6811.4911.47
American Funds Washington Mutual R6 (RWMGX)2.339.9611.35 Compare
Invesco Diversified Dividend A (LCEAX)5.3410.8311.26 Compare
AB Growth and Income A (CABDX)2.169.1511.11 Compare

See top fund managers for Large Value Category Funds

 

Federated Strategic Value Dividend Instl Fund (SVAIX) PerformanceOther Financial Data Web Sites on Federated Strategic Value Dividend Instl Fund (SVAIX)

Addition research sites for Federated Strategic Value Dividend Instl Fund (SVAIX)

 

Federated Strategic Value Dividend Instl Fund (SVAIX) Related ResourcesSee more information on Federated Strategic Value Dividend Instl (SVAIX) Fund

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