STVZX Mutual Fund
STVZX Mutual Fund
Virtus Ceredex Large Cap Value Equity Fund Class R6
STVZX Mutual Fund Overview
STVZX Mutual Fund (Virtus Ceredex Large Cap Value Equity Fund Class R6) is managed by Virtus Investment Partners with $96.1M in net assets. STVZX expense ratio is 0.72%, holding 56 positions across sectors including Financials, Industrials, Unknown. Inception date: 2014-08-01.
STVZX performance shows a YTD return of 21.70%. The 1-year return is 46.98% and the 5-year return is 11.40%. STVZX dividend yield stands at 16.15%, paid annually.
STVZX 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 STVZX holdings, sector breakdown, or dividend history.
STVZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STVZX alternatives are available via the screener, along with tax-loss harvesting opportunities.