SCETX Mutual Fund

SCETX Mutual Fund (Virtus Ceredex Small-Cap Value Equity Fund I) is managed by Virtus Investment Partners with $27.6M in net assets. SCETX expense ratio is 0.82%, holding 76 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1997-01-31.

SCETX performance shows a YTD return of 9.20%. The 1-year return is 13.88% and the 5-year return is 6.53%. SCETX dividend yield stands at 1.08%.

SCETX top holdings include Bruker Corp. (1.7%), Stepstone Group Lp (1.7%), Umb Financial Corp. (1.6%), Badger Meter, Inc. (1.6%), Janus Living Inc Class A (1.6%). Go to all SCETX holdings, SCETX sectors, or SCETX dividends.

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