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Virtus Ceredex Large-Cap Value Equity C SVIFX

Analyst rating as of
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 Blend
Min. 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.

A decent team, but high fees and shaky results lessen its appeal.

Summary

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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.

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