STVZX Mutual Fund
STVZX Mutual Fund
STVZX Mutual Fund
Virtus Ceredex Large Cap Value Equity Fund Class R6
STVZX Mutual Fund Overview
STVZX Mutual Fund (Virtus Ceredex Large Cap Value Equity Fund Class R6) is managed by Virtus Investment Partners with $92.9M in net assets. STVZX expense ratio is 0.72%, holding 56 positions across sectors including Information Technology, Financials, Consumer Discretionary. 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 15.65%, paid annually.
STVZX 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 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.