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Morningstar

Virtus Ceredex Large-Cap Value Equity C SVIFX

Morningstar Medalist Rating
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%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis SVIFX

Will SVIFX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SVIFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SVIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SVIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Drew Carter
Rated on Published on

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Portfolio Holdings SVIFX

More SVIFX Holdings
  • 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

Qualcomm Inc

3.15
25,217,444
Technology

Danaher Corp

3.07
24,550,660
Healthcare

EOG Resources Inc

3.03
24,193,422
Energy

Humana Inc

2.97
23,772,560
Healthcare

Intel Corp

2.77
22,117,678
Technology

Progressive Corp

2.77
22,116,913
Financial Services

Sherwin-Williams Co

2.68
21,390,342
Basic Materials

PPL Corp

2.63
21,040,778
Utilities

Honeywell International Inc

2.62
20,937,456
Industrials

Chesapeake Energy Corp Ordinary Shares - New

2.56
20,469,572
Energy