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.
Virtus Ceredex Large-Cap Value Equity C SVIFX
NAV / 1-Day Return
10.36
/
0.19
%
Total Assets
929.5 Mil
Adj. Expense Ratio
1.720%
Expense Ratio
1.720%
Fee Level
Average
Longest Manager Tenure
26.63
years
Category
Large Value
Investment Style
Large BlendMin. Initial Investment
2,500
Status
Open
TTM Yield
0.22%
Turnover
159%
Morningstar’s Fund 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 decent team, but high fees and shaky results lessen its appeal.
