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Federated Strategic Value Dividend Fund;Inst

Ranked 189 out of 193 in - US Income over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to provide income and long-term capital appreciation. The Fund pursues its objective by investing primarily in income-producing value stocks. These securities will typically be dividend-paying stocks, and the Fund seeks to maintain a dividend yield that is substantially higher than the market average.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Income over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.5%
2017 15.1% 5.3% 3.1% 2.7% 3.2%
2016 10.4% 8.0% 6.8% -2.9% -1.4%
2015 3.9% 0.3% -0.6% -1.5% 5.8%
2014 11.5% 3.9% 8.6% -2.7% 1.6%
2013 21.9% 9.4% 1.5% 2.8% 6.7%
2012 6.9% 1.2% 4.0% 3.4% -1.7%
2011 15.0% 5.0% 3.8% -3.7% 9.5%
2010 11.2% 0.7% -6.7% 13.4% 4.4%
2009 11.9% -15.1% 9.7% 10.4% 8.8%
2008 -28.5% -7.6% -9.5% -0.7% -13.8%
2007 -3.2% 2.4% 1.0% -1.6% -4.8%
2006 30.3% 7.7% 1.2% 9.9% 8.8%
2005 5.1% 2.1% -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/03/2005
  • Share Class size7,716Mn
  • Base currencyUSD
  • ISIN US3141725602

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.64%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).