SMVZX Mutual Fund

SMVZX Mutual Fund (Virtus Ceredex Mid-Cap Value Equity Fund Class R6) is managed by Virtus Investment Partners with $400.5M in net assets. SMVZX expense ratio is 0.79%, holding 60 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2014-08-01.

SMVZX performance shows a YTD return of 16.94%. The 1-year return is 28.26% and the 5-year return is 9.48%. SMVZX dividend yield stands at 15.49%, paid annually.

SMVZX top holdings include Equinix Inc. Real Estate Investment Trust (2.0%), Evercore, Inc. Class A (1.9%), American Electric Power Co Inc (1.9%), Mks Instruments Inc (1.9%), Carpenter Technology Corpcommon Stock (1.9%). Go to all SMVZX holdings, SMVZX sectors, or SMVZX dividends.

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