A cohesive team can handle this ever-shifting value strategy, earning the cheaper R6 shares a Morningstar Analyst Rating of Bronze, but not well enough to outweigh fees for other share classes, which receive Neutral.
Virtus Ceredex Mid-Cap Value Equity C SMVFX
NAV / 1-Day Return
14.04
/
0.86
%
Total Assets
3.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.790%
Expense Ratio
1.790%
Fee Level
Below Average
Longest Manager Tenure
19.64
years
Category
Mid-Cap Value
Investment Style
Mid BlendMin. Initial Investment
2,500
Status
Open
TTM Yield
0.30%
Turnover
179%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Defined by relative value.
