SASVX Mutual Fund

SASVX Mutual Fund (Virtus Ceredex Small-Cap Value Equity Fund A) is managed by Virtus Investment Partners with $25.1M in net assets. SASVX expense ratio is 1.41%, holding 70 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2003-10-09.

SASVX performance shows a YTD return of 19.17%. The 1-year return is 27.07% and the 5-year return is 7.48%. SASVX dividend yield stands at 0.61%, paid semi-annually.

SASVX top holdings include Glacier Bancorp Inc (1.8%), Umb Financial Corp (1.8%), Wintrust Financial Corp (1.8%), Columbia Banking System Inc Common Stock (1.7%), Cullen/Frost Bankers, Inc. (1.7%). Go to all SASVX holdings, SASVX sectors, or SASVX dividends.

SASVX can be compared against other funds. Use SASVX overlap to find shared positions, or SASVX vs another fund for a side-by-side view. SASVX alternatives are available via the screener, along with tax-loss harvesting opportunities.