ANFVX Mutual Fund
ANFVX Mutual Fund
ANFVX Mutual Fund
Virtus NFJ Small-Cap Value Fund Class R6
ANFVX Mutual Fund Overview
ANFVX Mutual Fund (Virtus NFJ Small-Cap Value Fund Class R6) is managed by Virtus Investment Partners with $8.8M in net assets. ANFVX expense ratio is 0.77%, holding 80 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2013-12-19.
ANFVX performance shows a YTD return of 17.39%. The 1-year return is 26.74% and the 5-year return is 7.01%. ANFVX dividend yield stands at 2.91%, paid semi-annually.
ANFVX top holdings include VICTORIA'S SECRET & CO (3.8%), Littelfuse Inc (2.2%), Enterprise Financial Services Corp (2.2%), Radian Group Inc (2.2%), Terreno Realty Corp (2.1%). Go to all ANFVX holdings, ANFVX sectors, or ANFVX dividends.
ANFVX can be compared against other funds. Use ANFVX overlap to find shared positions, or ANFVX vs another fund for a side-by-side view. ANFVX alternatives are available via the screener, along with tax-loss harvesting opportunities.