SVIIX : Virtus Ceredex Large-Cap Value Equity Fund Class A

SVIIX is a US Stocks Market Large Value with HIGH fees.

SVIIX

Virtus Ceredex Large-Cap Value Equity Fund Class A

FI Score

39 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

39% FI Score
  • sviix
  • Mutual Fund
  • US Stocks
  • Large Value

Virtus Ceredex Large-Cap Value Equity Fund Class A

Expenses: 1.24% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks to provide a high level of 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 large-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts. The subadvisor considers large-capitalization companies to be companies with market capitalizations generally within those of companies in the Russell 1000® Value Index.

Largest Holdings

Amount Holding
4.73% Bank of America Corp
4.57% Abbott Laboratories
4.57% Becton, Dickinson and Co
4.21% Zimmer Biomet Holdings Inc
4.14% NextEra Energy Inc
4.10% Qualcomm Inc
4.06% Verizon Communications Inc
4.02% Kellogg Co
3.93% Crown Castle International Corp
3.85% Xilinx Inc
3.61% Microsoft Corp
3.58% Wells Fargo & Co
3.56% Humana Inc
3.35% L3Harris Technologies Inc
3.19% Willis Towers Watson PLC
3.07% Air Products & Chemicals Inc
2.92% Honeywell International Inc
2.48% Merck & Co Inc
2.34% Motorola Solutions Inc
1.88% Alexandria Real Estate Equities Inc
1.77% Medical Properties Trust Inc
1.76% Illinois Tool Works Inc
1.73% American Electric Power Co Inc
1.69% AMETEK Inc
1.58% Agilent Technologies Inc

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