STVTX Mutual Fund

STVTX Mutual Fund (Virtus Ceredex Large Cap Value Equity Fund Class I) is managed by Virtus Investment Partners with $80.7M in net assets. STVTX expense ratio is 0.89%, holding 56 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1993-02-12.

STVTX performance shows a YTD return of 19.79%. The 1-year return is 27.15% and the 5-year return is 9.49%. STVTX dividend yield stands at 15.39%, paid semi-annually.

STVTX top holdings include Alphabet Inc. C (3.9%), Jpmorgan Chase (3.7%), Chevron Corp (2.9%), Nextera Energy Inc. (2.7%), Ameren Corp (2.6%). Go to all STVTX holdings, STVTX sectors, or STVTX dividends.

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