VVERX Mutual Fund

VVERX Mutual Fund (Virtus Ceredex Small-Cap Value Equity Fund Class R6) is managed by Virtus Investment Partners with $46.3M in net assets. VVERX expense ratio is 0.77%, holding 76 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2019-02-26.

VVERX performance shows a YTD return of 9.22%. The 1-year return is 13.85% and the 5-year return is 6.78%. VVERX dividend yield stands at 1.21%.

VVERX 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 VVERX holdings, VVERX sectors, or VVERX dividends.

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