ANFVX Mutual Fund

ANFVX Mutual Fund (Virtus NFJ Small-Cap Value Fund Class R6) is managed by Virtus Investment Partners with $8.1M in net assets. ANFVX expense ratio is 0.77%, holding 80 positions across sectors including Financials, Energy, Industrials. Inception date: 2013-12-19.

ANFVX performance shows a YTD return of 11.60%. The 1-year return is 16.49% and the 5-year return is 7.09%. ANFVX dividend yield stands at 0.74%.

ANFVX top holdings include Hollyfrontier (2.3%), Enterprise Financial Services Corp (2.1%), Littelfuse Inc (2.1%), Radian Group Inc (2.1%), Umb Financial Corp. (2.1%). Go to all ANFVX holdings, ANFVX sectors, or ANFVX dividends.

ANFVX can be compared against other funds. Use ANFVX overlap to find shared positions, or ANFVX vs another fund for a side-by-side view. ANFVX alternatives are available via the screener, along with tax-loss harvesting opportunities.