SMVFX Mutual Fund

SMVFX Mutual Fund (Virtus Ceredex Mid-Cap Value Equity Fund C) is managed by Virtus Investment Partners with $4.0M in net assets. SMVFX expense ratio is 1.76%, holding 60 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2001-11-30.

SMVFX performance shows a YTD return of 10.40%. The 1-year return is 18.07% and the 5-year return is 8.33%. SMVFX dividend yield stands at 0.54%.

SMVFX top holdings include US Dollar (4.2%), Schlumberger Nv. (2.0%), Phillips 66 (2.0%), J M Smucker Co/The (1.9%), Nokia Corp-Spon Adr (1.9%). Go to all SMVFX holdings, SMVFX sectors, or SMVFX dividends.

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