Federated Strategic Value Fund Quote
| SVAAX Fund | USD 6.35 0.01 0.16% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Federated Strategic is trading at 6.35 as of the 29th of November 2024; that is 0.16 percent down since the beginning of the trading day. The fund's open price was 6.36. Federated Strategic has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Federated Strategic Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund pursues its investment objective by investing primarily in high dividend-paying common stocks with dividend growth potential. The Advisers 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. More on Federated Strategic Value
Moving together with Federated Mutual Fund
Federated Mutual Fund Highlights
| Fund Concentration | Federated Funds, Large Value Funds, Large Value, Federated (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of December 2022 |
| Fiscal Year End | October |
Federated Strategic Value [SVAAX] is traded in USA and was established 29th of November 2024. Federated Strategic is listed under Federated category by Fama And French industry classification. The fund is listed under Large Value category and is part of Federated family. This fund at this time has accumulated 9.55 B in assets with no minimum investment requirementsFederated Strategic Value is currently producing year-to-date (YTD) return of 20.22% with the current yeild of 0.04%, while the total return for the last 3 years was 9.95%.
Check Federated Strategic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Federated Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Federated Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Strategic Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Federated Strategic Value Mutual Fund Constituents
| MO | Altria Group | Stock | Consumer Staples | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| CCI | Crown Castle | Stock | Real Estate | |
| D | Dominion Energy | Stock | Utilities | |
| DUK | Duke Energy | Stock | Utilities | |
| GILD | Gilead Sciences | Stock | Health Care | |
| CVX | Chevron Corp | Stock | Energy |
Federated Strategic Value Risk Profiles
| Mean Deviation | 0.427 | |||
| Semi Deviation | 0.4173 | |||
| Standard Deviation | 0.5303 | |||
| Variance | 0.2813 |
Federated Strategic Against Markets
Other Information on Investing in Federated Mutual Fund
Federated Strategic financial ratios help investors to determine whether Federated Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Federated with respect to the benefits of owning Federated Strategic security.
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