SVIFX Mutual Fund

SVIFX Mutual Fund (Virtus Ceredex Large Cap Value Equity Fund Class C) is managed by Virtus Investment Partners with $911,607.2 in net assets. SVIFX expense ratio is 1.72%, holding 56 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1995-06-01.

SVIFX performance shows a YTD return of 4.53%. The 1-year return is 26.95% and the 5-year return is 8.57%. SVIFX dividend yield stands at 14.95%, paid semi-annually.

SVIFX top holdings include Alphabet Inc series C (3.9%), Jp Morgan Chase & Co (3.7%), CHEVRON CORP (2.9%), Nextera Energy Inc (2.7%), Ameren Corporation Utilities (2.6%). Go to all SVIFX holdings, SVIFX sectors, or SVIFX dividends.

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