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Morningstar

Virtus Ceredex Mid-Cap Value Equity C SMVFX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 1:41 AM GMT+00:00

Morningstar’s Analysis SMVFX

Will SMVFX outperform in future?

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

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.

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

Analyst

Summary

| by Drew Carter

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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