SMVFX – Fund Analysis – Virtus Ceredex Mid-Cap Value Equity C | Morningstar

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Will SMVFX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMVFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the SMVFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of SMVFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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Analyst Drew Carter

Drew Carter

Analyst

Summary

Virtus Ceredex Mid-Cap Value Equity’s experienced leader is an asset, but turnover—both of analysts and portfolio holdings—limits its appeal.

by Drew Carter

Rated on Mar 18, 2024 Published on Mar 18, 2024

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