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Virtus Ceredex Large-Cap Value Equity C SVIFX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 9.17  /  0.33 %
  • Total Assets 765.4 Mil
  • Adj. Expense Ratio
    1.720%
  • 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.

A high-turnover dividend strategy.

Analyst Drew Carter

Drew Carter

Analyst

Summary

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.

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Portfolio Holdings SVIFX

  • Current Portfolio Date
  • Equity Holdings 47
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.15
25,217,444
Technology
3.07
24,550,660
Healthcare
3.03
24,193,422
Energy
2.97
23,772,560
Healthcare
2.77
22,117,678
Technology
2.77
22,116,913
Financial Services
2.68
21,390,342
Basic Materials
2.63
21,040,778
Utilities
2.62
20,937,456
Industrials