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Federated Strategic Value Dividend Instl (SVAIX) Fund Ranking and Research

Ranking, Research and Recommendation of Federated Strategic Value Dividend Instl (SVAIX) Fund

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

 

Graph of Federated Strategic Value Dividend Instl Fund (SVAIX) ManagerFund Manager - Daniel D. Peris

Fund Manager Information

Fund Manager Tenure: 11.1 years
Similar Funds: SVAAX  SVACX 
Fund Family: Federated
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.85)     (What does this score mean?)

 

Graph of Federated Strategic Value Dividend Instl Fund (SVAIX) ProfileFederated Strategic Value Dividend Instl Fund (SVAIX) Profile

Fund Profile and Description

Federated Strategic Value Dividend Instl Fund seeks income and long-term capital appreciation. Federated Strategic Value Dividend Instl Fund invests primarily in high dividend yielding, undervalued stocks with dividend growth potential. It generally invests in large-cap or mid-cap value stocks of U.S. issuers and foreign stocks including American Depository Receipts (ADRs) may also be held. Federated Strategic Value Dividend Instl Fund may use derivative contracts and/or hybrid instruments to implement elements of its investment strategy.

 

Federated Strategic Value Dividend Instl (SVAIX) Fund Strength What we like about Federated Strategic Value Dividend Instl (SVAIX) Fund

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

  • Federated Strategic Value Dividend Instl Fund (SVAIX) management has been with Federated Strategic Value Dividend Instl Fund for 11.1 years
  • Federated Strategic Value Dividend Instl Fund (SVAIX) has good short-term performance (1-year return 10.68% vs -2.36% Large Value category median performance)
  • Federated Strategic Value Dividend Instl Fund (SVAIX) has good mid-term performance (3-year return 11.49% vs 7.81% Large Value category median performance)
  • Federated Strategic Value Dividend Instl Fund (SVAIX) has good Long-term performance (5-year return 11.47% vs 9.15% Large Value category median performance)
  • Federated Strategic Value Dividend Instl Fund (SVAIX) ratio of up-years vs down years is greater than 2
  • Federated Strategic Value Dividend Instl Fund (SVAIX) has a Morningstar rating of 4 and above
  • Asset base in Federated Strategic Value Dividend Instl Fund (SVAIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Federated Strategic Value Dividend Instl Fund (SVAIX) has an annual stock turnover rate of 16.00% vs Large Value average of 44.24%. It is good that Federated Strategic Value Dividend Instl management does not trade extensively for its return.
  • Federated Strategic Value Dividend Instl Fund (SVAIX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.8, lower than category average of 11.7
  • Federated Strategic Value Dividend Instl Fund (SVAIX) has a lower expense ratio than its Large Value average: 0.80% vs 1.10%
  • Federated Strategic Value Dividend Instl Fund (SVAIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Federated Strategic Value Dividend Instl Fund (SVAIX) Weakness What we are cautious about Federated Strategic Value Dividend Instl (SVAIX) Fund

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

See Federated Strategic Value Dividend Instl Fund (SVAIX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Federated Strategic Value Dividend Instl9.5610.6811.4911.47
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Federated Strategic Value Dividend Instl Fund (SVAIX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Federated Strategic Value Dividend Instl Fund (SVAIX) Net Asset TrackingFederated Strategic Value Dividend Instl (SVAIX) Fund Net Asset

Track net asset change of Federated Strategic Value Dividend Instl fund (SVAIX)

DateNet Asset
05/2016$13.01B
03/2016$11.83B
02/2016$10.62B
More historic net asset information on Federated Strategic Value Dividend Instl Fund (SVAIX)

  

Graph of Federated Strategic Value Dividend Instl Fund (SVAIX) Portfolio TrackingFederated Strategic Value Dividend Instl (SVAIX) Fund Portfolio Allocation

Track portfolio allocation change of Federated Strategic Value Dividend Instl fund (SVAIX)

DateCashStockBondOther
03/20161.89%98.11%0%0%
12/20151.43%98.57%0%0%
09/20151.28%98.72%0%0%
Click here to see more historic asset allocation information on Federated Strategic Value Dividend Instl Fund (SVAIX)

 

graph of Federated Strategic Value Dividend Instl Fund (SVAIX) Top 10 Position TrackingTop 10 Holdings in Federated Strategic Value Dividend Instl (SVAIX) Fund

Discover what Federated Strategic Value Dividend Instl Fund (SVAIX) manager is buying

Mar 30, 2016
Verizon Communications Inc. Com [4.58%]
AT&T Inc. [4.56%]
GlaxoSmithKline PLC [4.51%]
Vodafone Group PLC [4.5%]
Philip Morris International Inc [4.43%]
Altria Group, Inc. [4.37%]
The Kraft Heinz Company [4.03%]
AbbVie Inc. Common Stock [3.96%]
National Grid PLC [3.95%]
Procter & Gamble Company (The) [3.9%]

Dec 30, 2015
Altria Group, Inc. [5.05%]
Philip Morris International Inc [4.93%]
Reynolds American Inc Common St [4.81%]
National Grid PLC [4.78%]
Procter & Gamble Company (The) [4.68%]
The Kraft Heinz Company [4.64%]
AT&T Inc. [4.62%]
Verizon Communications Inc. Com [4.56%]
GlaxoSmithKline PLC [4.46%]

Sep 29, 2015
Altria Group, Inc. [5.41%]
National Grid PLC [4.99%]
Reynolds American Inc Common St [4.91%]
The Kraft Heinz Company [4.65%]
Philip Morris International Inc [4.6%]
AT&T Inc. [4.51%]
Verizon Communications Inc. Com [4.43%]
Procter & Gamble Company (The) [4.27%]
GlaxoSmithKline PLC [4.18%]
Click here for Stock Holding Change Map in Federated Strategic Value Dividend Instl Fund (SVAIX)

  

Latest News on Federated Strategic Value Dividend Instl (SVAIX) Fund

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

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