SMVTX : Virtus Ceredex Mid-Cap Value Equity Fund Class I

SMVTX is a US Stocks Market Mid-Cap Value with MODERATE fees.

SMVTX

Virtus Ceredex Mid-Cap Value Equity Fund Class I

FI Score

50 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

50% FI Score
  • smvtx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Virtus Ceredex Mid-Cap Value Equity Fund Class I

Expenses: 1.04% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Value US Stocks fund. See why »

Fund Summary

The investment seeks to provide capital appreciation; current income is a secondary objective. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S.-traded equity securities of mid-capitalization companies. The subadvisor considers mid-capitalization companies to be companies with market capitalizations generally within those of companies in the Russell Midcap® Index.

Largest Holdings

Amount Holding
4.00% Zimmer Biomet Holdings Inc
3.24% Energizer Holdings Inc
3.18% FirstEnergy Corp
3.12% Motorola Solutions Inc
2.83% Humana Inc
2.78% Xilinx Inc
2.51% Zions Bancorp NA
2.45% Willis Towers Watson PLC
2.42% Agilent Technologies Inc
2.37% KLA Corp
2.34% Public Service Enterprise Group Inc
2.14% Comerica Inc
2.08% Western Digital Corp
2.04% Medical Properties Trust Inc
2.00% Pinnacle Financial Partners Inc
2.00% Progressive Corp
1.96% FLIR Systems Inc
1.89% The Hartford Financial Services Group Inc
1.80% CMS Energy Corp
1.79% American Electric Power Co Inc
1.78% SBA Communications Corp
1.77% American Homes 4 Rent Class A
1.75% Air Products & Chemicals Inc
1.75% L3Harris Technologies Inc
1.75% Sempra Energy

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