SVIIX Mutual Fund (Virtus Ceredex Large Cap Value Equity Fund Class A) is managed by Virtus Investment Partners with $98.9M in net assets. SVIIX expense ratio is 1.24%, holding 56 positions across sectors including Financials, Industrials, Unknown. Inception date: 1993-02-17.

SVIIX performance shows a YTD return of 21.70%. The 1-year return is 47.21% and the 5-year return is 12.26%. SVIIX dividend yield stands at 18.01%, paid monthly.

SVIIX 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 SVIIX holdings, sector breakdown, or dividend history.

SVIIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SVIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.