SCETX Mutual Fund

SCETX Mutual Fund (Virtus Ceredex Small-Cap Value Equity Fund I) is managed by Virtus Investment Partners with $29.3M in net assets. SCETX expense ratio is 0.82%, holding 70 positions across sectors including Industrials, Financials, Consumer Discretionary. 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 7.93%. SCETX dividend yield stands at 1.04%, paid semi-annually.

SCETX top holdings include Belden Inc (1.8%), Umb Financial Corp. (1.7%), Herc Holdings Inc Com (1.6%), Hudbay Minerals Inc (1.6%), Huntington Ingalls Industries Inc. (1.6%). 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.