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Virtus Ceredex Mid-Cap Value Equity I SMVTX

Analyst rating as of
NAV / 1-Day Return
15.17  /  0.53 %
Total Assets
3.6 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
High
Longest Manager Tenure
19.88 years
Category
Mid-Cap Value
Investment Style
Mid Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.67%
Turnover
179%
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Morningstar’s Analysis

Will SMVTX outperform in future?

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

Defined by relative value.

Summary

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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.

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