Virtus Ceredex Mid-Cap Value Equity is preparing for the future. The cheapest R6 shares earn a Morningstar Analyst Rating of Bronze, but high fees limit other share classes to Neutral.
Morningstar’s Fund Analysis SAMVX
Will SAMVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SAMVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SAMVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SAMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.