SVAIX – Federated Hermes Strategic Value Div IS Investment Strategy | Morningstar

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Strategy

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. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SVAIX	Federated Hermes Strategic Value Dividend Fund Institutional Shares	Institutional	Open			Mar 30, 2005	$5.90B	0.810%	Above Average	$1M	−$66.29M
SVAAX	Federated Hermes Strategic Value Dividend Fund Class A Shares	Front Load	Open			Mar 30, 2005	$1.68B	1.060%	Above Average	$1,500	−$136.44M
SVACX	Federated Hermes Strategic Value Dividend Fund Class C Shares	Level Load	Open			Mar 30, 2005	$299.65M	1.880%	Above Average	$1,500	−$60.59M
SVALX	Federated Hermes Strategic Value Dividend Fund Class R6	Retirement, Large	Open			Jun 29, 2016	$1.40B	0.790%	High	$0	−$82.12M

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