Federated Strategic Value Dividend Fund (IS) SVAIX

Share Classes Product Type Asset Class Category
Mutual Fund Equity Large Value
As of 04-30-2015

Highlights

  • Pursues income and long-term capital appreciation.
  • Seeks a substantially higher dividend yield than the broad market.
  • Invests primarily in high dividend yielding stocks of companies with dividend growth potential.
  • Offers the potential for competitive upside performance in strong market environments and the potential for lower downside risk in weak environments.

Key Investment Team


Facts

Symbol   SVAIX
Fund Number(s)   662
Newspaper Listing   StrValIS
CUSIP   314172560
Benchmark   Dow Jones Select Dividend Index
Performance Inception Date   03-30-2005
Fiscal Year-End   10-31

Morningstar Ratings™

disclosures »
    Funds in Category
Overall 1158
3 Year 1158
5 Year 1016
10 Year 712
Based on risk adjusted total return. The overall rating is derived from a weighted average of the fund’s three-, five-, and ten-year average annual returns, as applicable.

Morningstar Category & Style

disclosures »
Category Large Value
Style