STVZX Mutual Fund

STVZX Mutual Fund (Virtus Ceredex Large Cap Value Equity Fund Class R6) is managed by Virtus Investment Partners with $94.1M in net assets. STVZX expense ratio is 0.72%, holding 56 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2014-08-01.

STVZX performance shows a YTD return of 19.79%. The 1-year return is 27.35% and the 5-year return is 9.74%. STVZX dividend yield stands at 15.99%, paid annually.

STVZX 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 STVZX holdings, STVZX sectors, or STVZX dividends.

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