SASVX – Virtus Ceredex Small-Cap Value Eq A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide capital appreciation, and current income is as a secondary consideration. Under normal circumstances, the fund invests at least 80% of its net assets in U.S.-traded equity securities of small-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts ("ADRs"). The subadviser considers small-capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations generally within the range of companies included in the Russell 2000® Index on a rolling three-year basis.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SCETX	Virtus Ceredex Small-Cap Value Equity Fund Class I	Institutional	Open			Jan 31, 1997	$29.26M	0.820%	Below Average	$100,000	$2.76M
SASVX	Virtus Ceredex Small-Cap Value Equity Fund Class A	Front Load	Open			Oct 9, 2003	$22.53M	1.410%	High	$2,500	−$4.16M
VVERX	Virtus Ceredex Small-Cap Value Equity Fund Class R6	Retirement, Large	Open			Feb 26, 2019	$46.94M	0.770%	Below Average	$0	−$5.25M

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