Virtus Ceredex Large-Cap Value Equity’s team has pluses, but recent missteps result in a People downgrade to Average from Above Average. Its cheapest R6 shares receive a Morningstar Analyst Rating downgrade to Neutral from Bronze, while all other share classes remain at Neutral.
- NAV / 1-Day Return 10.39 / 0.10 %
- Total Assets 725.7 Mil
-
Adj. Expense Ratio
1.240%
- Expense Ratio 1.240%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Value
- Investment Style Mid Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.90%
- Turnover 146%
Morningstar’s Analysis SVIIX
Will SVIIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 49
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector