Federated Strategic Value Fund Quote
| SVALX Fund | USD 6.08 0.04 0.65% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Federated Strategic is trading at 6.08 as of the 12th of December 2024; that is 0.65 percent down since the beginning of the trading day. The fund's open price was 6.12. Federated Strategic has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of December 2023 and ending today, the 12th of December 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 against Federated Mutual Fund
Federated Mutual Fund Highlights
| Fund Concentration | Federated Funds, Large Value Funds, Large Value, Federated (View all Sectors) |
| Update Date | 31st of December 2024 |
Federated Strategic Value [SVALX] is traded in USA and was established 12th of December 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 10.96 B in assets with no minimum investment requirementsFederated Strategic Value is currently producing year-to-date (YTD) return of 18.7% with the current yeild of 0.04%, while the total return for the last 3 years was 9.69%.
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 | |
| CCI | Crown Castle | Stock | Real Estate | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| 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 | 0.4649 | |||
| Standard Deviation | 0.5916 | |||
| Variance | 0.3499 | |||
| Risk Adjusted Performance | (0.03) |
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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