Strategic Value Dividend

Managed Accounts . Large Cap .

Overview

 
STRATEGY

A composite of domestic portfolios investing in U.S. and foreign stocks seeking high yield, reasonable dividend growth and lower volatility in falling equity market environments as well as potential participation in rising markets. Eligible portfolios are managed with wide latitude to choose the sectors and securities to fulfill the mandate. Securities are selected based on a fundamental assessment of their financial strength, dividend yields, dividend growth rates and performance during periods of market weakness. Portfolios in this composite implement the strategy using American Depositary Receipts (ADR) versus directly purchasing shares of companies on foreign exchanges. Investments in ADRs entail risks related to daily fluctuations in the value of currency, which may be more volatile in times of increased market risk. There are no guarantees that dividend-paying stocks will continue to pay dividends.

KEY FACTS
Key Facts - Part 1
Benchmark Dow Jones U.S. Select Dividend Index
Key Facts - Part 2
Strategy Inception Date October 1 2001
INVESTMENT GOALS Retirement
Growth
Income
MANAGERS
Daniel Peris, Ph.D., CFA
Senior Vice President
Senior Portfolio Manager, Head of Strategic Value Dividend Team

joined Federated
20 years of experience
Deborah Bickerstaff
Vice President
Portfolio Manager

joined Federated
23 years of experience
Jared Hoff
Vice President
Portfolio Manager

joined Federated
18 years of experience
Michael Tucker
Vice President
Portfolio Manager

joined Federated
26 years of experience

Characteristics

Commentary

Documents