STVTX Mutual Fund
STVTX Mutual Fund
Virtus Ceredex Large Cap Value Equity Fund Class I
STVTX Mutual Fund Overview
STVTX Mutual Fund (Virtus Ceredex Large Cap Value Equity Fund Class I) is managed by Virtus Investment Partners with $78.4M in net assets. STVTX expense ratio is 0.89%, holding 56 positions across sectors including Financials, Industrials, Unknown. Inception date: 1993-02-12.
STVTX performance shows a YTD return of 21.61%. The 1-year return is 46.77% and the 5-year return is 12.44%. STVTX dividend yield stands at 15.56%, paid semi-annually.
STVTX top holdings include Alphabet Inc series C (3.9%), Jp Morgan Chase & Co (3.7%), CHEVRON CORP (2.9%), Nextera Energy Inc (2.7%), Ameren Corporation Utilities (2.6%). View all STVTX holdings, sector breakdown, or dividend history.
STVTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STVTX alternatives are available via the screener, along with tax-loss harvesting opportunities.