SCETX Mutual Fund

SCETX Mutual Fund (Virtus Ceredex Small-Cap Value Equity Fund I) is managed by Virtus Investment Partners with $30.9M in net assets. SCETX expense ratio is 0.82%, holding 70 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1997-01-31.

SCETX performance shows a YTD return of 19.72%. The 1-year return is 27.86% and the 5-year return is 7.92%. SCETX dividend yield stands at 1.00%, paid semi-annually.

SCETX 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 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.