STCEX : Virtus Ceredex Small-Cap Value Equity Fund Class C

STCEX is a US Stocks Market Small Blend with HIGH fees.

STCEX

Virtus Ceredex Small-Cap Value Equity Fund Class C

FI Score

32 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

32% FI Score
  • stcex
  • Mutual Fund
  • US Stocks
  • Small Blend

Virtus Ceredex Small-Cap Value Equity Fund Class C

Expenses: 1.90% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why »

Fund Summary

The investment seeks to provide capital appreciation, and current income is as a secondary consideration. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S.-traded equity securities of small-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts ("ADRs"). The subadvisor considers small-capitalization companies to be companies with market capitalizations generally within those of companies in the Russell 2000® Index.

Largest Holdings

Amount Holding
5.68% Hill-Rom Holdings Inc
5.54% Power Integrations Inc
5.11% Kemper Corp
4.40% Quanta Services Inc
4.35% Physicians Realty Trust
4.35% AptarGroup Inc
4.26% Healthcare Trust of America Inc
4.11% First American Financial Corp
3.74% SLM Corp
3.52% Pentair PLC
2.97% Penske Automotive Group Inc
2.60% FLIR Systems Inc
2.55% Monolithic Power Systems Inc
2.45% W R Grace & Co
2.26% First Hawaiian Inc
2.22% Evercore Inc A
2.22% EnerSys
1.99% MKS Instruments Inc
1.97% The Hanover Insurance Group Inc
1.90% Ashland Global Holdings Inc
1.86% Healthcare Realty Trust Inc
1.75% American Campus Communities Inc
1.72% Bank of Hawaii Corp
1.66% Littelfuse Inc
1.56% Bruker Corp

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