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Virtus Ceredex Large-Cap Value Equity I STVTX

Analyst rating as of
NAV / 1-Day Return
13.27  /  0.75 %
Total Assets
1.3 Bil
Adj. Expense Ratio
0.970%
Expense Ratio
0.970%
Fee Level
High
Longest Manager Tenure
27.80 years
Category
US Fund Large Value
Investment Style
Large Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.38%
Turnover
118%
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Morningstar’s Analysis

Will STVTX outperform in future?

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

A value fund with a near-term focus.

Summary

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Virtus Ceredex Large-Cap Value’s experienced team gives it a chance to add value despite concerns about high turnover, resulting in a Morningstar Analyst Rating of Bronze for the R6 share class; more-expensive share classes are rated Neutral.

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