SCETX Mutual Fund

SCETX Mutual Fund (Virtus Ceredex Small-Cap Value Equity Fund I) is managed by Virtus Investment Partners with $27.6M in net assets. SCETX expense ratio is 0.82%, holding 77 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1997-01-31.

SCETX performance shows a YTD return of 12.67%. The 1-year return is 17.03% and the 5-year return is 5.97%. SCETX dividend yield stands at 1.05%, paid semi-annually.

SCETX top holdings include Kulicke & Soffa Industries (1.8%), Littelfuse Inc (1.7%), Advanced Energy Industries Inc. (1.7%), Amkor Technology, Inc. (1.7%), Wd-40 Co. (1.7%). Go to all SCETX holdings, SCETX sectors, or SCETX dividends.

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