Virtus Ceredex Large-Cap Value’s cohesive team has the dexterity to handle this fast-moving value strategy, earning the cheaper R6 shares a Morningstar Analyst Rating of Bronze, but not well enough to outweigh fees for other share classes, which receive Neutral ratings.
Virtus Ceredex Large-Cap Value Equity C SVIFX
NAV / 1-Day Return
14.42
/
1.17
%
Total Assets
1.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.720%
Expense Ratio
1.720%
Fee Level
Average
Longest Manager Tenure
28.47
years
Category
Large Value
Investment Style
Large BlendMin. Initial Investment
2,500
Status
Open
TTM Yield
0.60%
Turnover
193%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Looks for short-term opportunities.
