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Virtus Ceredex Small-Cap Value Eq C STCEX

Quantitative rating as of
  • NAV / 1-Day Return 6.14  /  0.16 %
  • Total Assets 256.8 Mil
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 1.810%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.18%
  • Turnover 69%

Morningstar’s Analysis STCEX

Will STCEX outperform in future?

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

Summary

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Virtus Ceredex Small-Cap Value Eq C's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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