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Virtus Ceredex Mid-Cap Value Equity C SMVFX

Analyst rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 10.70  /  0.75 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    1.790%
  • Expense Ratio 1.790%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.15%
  • Turnover 157%

Morningstar’s Analysis SMVFX

Will SMVFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A decent team, but high fees and shaky results lessen its appeal.

Summary

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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.

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