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Virtus Ceredex Mid-Cap Value Equity I SMVTX

Analyst rating as of
NAV / 1-Day Return
11.08  /  0.36 %
Total Assets
2.7 Bil
Adj. Expense Ratio
0.990%
Expense Ratio
0.990%
Fee Level
Above Average
Longest Manager Tenure
20.99 years
Category
Mid-Cap Value
Investment Style
Mid Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.46%
Turnover
157%

Morningstar’s Fund Analysis SMVTX

Will SMVTX outperform in future?

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

A decent team, but high fees and shaky results lessen its appeal.

Summary

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Virtus Ceredex Mid-Cap Value Equity is preparing for the future. The cheapest R6 shares earn a Morningstar Analyst Rating of Bronze, but high fees limit other share classes to Neutral.

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