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Virtus Ceredex Large-Cap Value Equity A SVIIX

Analyst rating as of
NAV / 1-Day Return
15.76  /  0.06 %
Total Assets
1.3 Bil
Adj. Expense Ratio
1.240%
Expense Ratio
1.240%
Fee Level
High
Longest Manager Tenure
28.70 years
Category
Large Value
Investment Style
Large Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.90%
Turnover
193%
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Morningstar’s Analysis

Will SVIIX outperform in future?

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

Looks for short-term opportunities.

Summary

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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.

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