SMVZX Mutual Fund

SMVZX Mutual Fund (Virtus Ceredex Mid-Cap Value Equity Fund Class R6) is managed by Virtus Investment Partners with $380.2M in net assets. SMVZX expense ratio is 0.79%, holding 60 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2014-08-01.

SMVZX performance shows a YTD return of 11.14%. The 1-year return is 19.13% and the 5-year return is 9.39%. SMVZX dividend yield stands at 1.40%.

SMVZX 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 SMVZX holdings, SMVZX sectors, or SMVZX dividends.

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