PSVIX Mutual Fund

PSVIX Mutual Fund (Virtus NFJ Small-Cap Value Fund Institutional Class) is managed by Virtus Investment Partners with $52.2M in net assets. PSVIX expense ratio is 0.82%, holding 80 positions across sectors including Financials, Energy, Industrials. Inception date: 1991-10-01.

PSVIX performance shows a YTD return of 11.55%. The 1-year return is 13.63% and the 5-year return is 6.51%. PSVIX dividend yield stands at 0.63%.

PSVIX 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 PSVIX holdings, PSVIX sectors, or PSVIX dividends.

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