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Virtus Ceredex Large-Cap Value Equity A SVIIX

Analyst rating as of
NAV / 1-Day Return
10.40  /  0.86 %
Total Assets
785.2 Mil
Adj. Expense Ratio
1.240%
Expense Ratio
1.240%
Distribution Fee Level
High
Share Class Type
Front Load
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.75%
Turnover
159%

Morningstar’s Analysis SVIIX

Will SVIIX 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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