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Virtus Ceredex Large-Cap Value Equity I STVTX

Analyst rating as of
NAV / 1-Day Return
10.86  /  0.18 %
Total Assets
813.2 Mil
Adj. Expense Ratio
0.970%
Expense Ratio
0.970%
Fee Level
High
Longest Manager Tenure
26.90 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.10%
Turnover
159%

Morningstar’s Fund Analysis STVTX

Will STVTX outperform in future?

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

A decent team, but high fees and shaky results lessen its appeal.

Summary

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Virtus Ceredex Large-Cap Value Equity is preparing for the future. The cheapest R6 shares earn a Morningstar Analyst Rating of Bronze, but high fees limit other share classes to Neutral.

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