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Virtus Ceredex Large-Cap Value Equity I STVTX

Analyst rating as of
NAV / 1-Day Return
16.01  /  0.19 %
Total Assets
1.3 Bil
Adj. Expense Ratio
0.970%
Expense Ratio
0.970%
Fee Level
High
Longest Manager Tenure
28.69 years
Category
Large Value
Investment Style
Large Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.97%
Turnover
193%
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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.

Looks for short-term opportunities.

Summary

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Virtus Ceredex Large-Cap Value’s cohesive team has the dexterity to handle this fast-moving 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 ratings.

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