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Morningstar

Virtus Ceredex Small-Cap Value Eq C STCEX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis STCEX

Will STCEX 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 STCEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the STCEX 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 STCEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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