Virtus Ceredex Large-Cap Value Equity’s team has pluses, but recent missteps result in a People downgrade to Average from Above Average. Its cheapest R6 shares receive a Morningstar Analyst Rating downgrade to Neutral from Bronze, while all other share classes remain at Neutral.
- NAV / 1-Day Return 9.17 / 0.33 %
- Total Assets 765.4 Mil
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Adj. Expense Ratio
- Expense Ratio 1.720%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.37%
- Turnover 146%
Morningstar’s Analysis SVIFX
Will SVIFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 47
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 28.2