PSVIX Mutual Fund (Virtus NFJ Small-Cap Value Fund Institutional Class) is managed by Virtus Investment Partners with $55.4M in net assets. PSVIX expense ratio is 0.82%, holding 80 positions across sectors including Financials, Energy, Materials. Inception date: 1991-10-01.

PSVIX performance shows a YTD return of 17.65%. The 1-year return is 31.03% and the 5-year return is 7.66%. PSVIX dividend yield stands at 2.76%, paid semi-annually.

PSVIX top holdings include Hf Sinclair Corp. (2.6%), Littelfuse Inc (2.5%), HELMERICH + PAYNE INC (2.5%), Kaiser Aluminum Corp (2.4%), Independent Bank Corp. (massachusetts) (2.2%). View all PSVIX holdings, sector breakdown, or dividend history.

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