STVTX Mutual Fund

STVTX Mutual Fund (Virtus Ceredex Large Cap Value Equity Fund Class I) is managed by Virtus Investment Partners with $78.4M in net assets. STVTX expense ratio is 0.89%, holding 56 positions across sectors including Information Technology, Financials, Consumer Discretionary. 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 15.08%, paid semi-annually.

STVTX top holdings include Microsoft Corp (5.8%), Amazon.Com Inc (5.7%), Apple, Inc (4.9%), Jpmorgan Chase (3.4%), Chevron Corp (2.1%). 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.