Skip to Content

Virtus Ceredex Large-Cap Value Equity I STVTX

Analyst rating as of
NAV / 1-Day Return
10.71  /  0.56 %
Total Assets
905.9 Mil
Adj. Expense Ratio
0.970%
Expense Ratio
0.970%
Fee Level
High
Longest Manager Tenure
26.61 years
Category
Large Value
Investment Style
Mid Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.07%
Turnover
159%

Morningstar’s Fund Analysis STVTX

Will STVTX 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

| |

Virtus Ceredex Large-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.

Unlock our full analysis with Morningstar Investor