SASVX Mutual Fund

SASVX Mutual Fund (Virtus Ceredex Small-Cap Value Equity Fund A) is managed by Virtus Investment Partners with $22.1M in net assets. SASVX expense ratio is 1.41%, holding 76 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2003-10-09.

SASVX performance shows a YTD return of 8.58%. The 1-year return is 13.02% and the 5-year return is 6.10%. SASVX dividend yield stands at 0.66%.

SASVX top holdings include Bruker Corp. (1.7%), Stepstone Group Lp (1.7%), Umb Financial Corp. (1.6%), Badger Meter, Inc. (1.6%), Janus Living Inc Class A (1.6%). 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.