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SVALX Federated Hermes Strategic Value Div R6 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Philip Morris International (NYSE:PM), Verizon Communications (NYSE:VZ), Amgen (NASDAQ:AMGN), Southern Company (The) (NYSE:SO), US Bancorp (NYSE:USB).

Industry description

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.

Market Cap

The average market capitalization across the Federated Hermes Strategic Value Div R6 MF is 106.62B. The market cap for tickers in the group ranges from 33.12B to 196.28B. PM holds the highest valuation in this group at 196.28B. The lowest valued company is LYB at 33.12B.

Volume

The average weekly volume growth across all stocks in the Federated Hermes Strategic Value Div R6 MF was 17%. For the same stocks of the MF, the average monthly volume growth was 56% and the average quarterly volume growth was 32%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 41
P/E Growth Rating: 55
Price Growth Rating: 40
SMR Rating: 40
Profit Risk Rating: 48
Seasonality Score: 34 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Federated Hermes Equity Funds5800 Corporate Drive
Phone
N/A
Web
www.federatedInvestors.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PPVIX13.610.05
+0.37%
Principal SmallCap Value II Instl
SRFMX17.160.05
+0.29%
Sarofim Equity
ELCRX41.830.12
+0.29%
Eaton Vance Growth R
BALFX36.920.09
+0.24%
American Funds American Balanced F1
FSATX16.11-0.01
-0.06%
Fidelity Advisor Asset Manager 60% M

SVALX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SVALX has been closely correlated with VVIAX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if SVALX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SVALX
1D Price
Change %
SVALX100%
+0.16%
VVIAX - SVALX
77%
Closely correlated
+0.56%
VIVIX - SVALX
77%
Closely correlated
+0.56%
VIVAX - SVALX
76%
Closely correlated
+0.56%
FFFMX - SVALX
76%
Closely correlated
+0.53%
FFMMX - SVALX
75%
Closely correlated
+0.52%
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