SVIFX Mutual Fund
SVIFX Mutual Fund
SVIFX Mutual Fund
Virtus Ceredex Large Cap Value Equity Fund Class C
SVIFX Mutual Fund Overview
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 Information Technology, Financials, Industrials. Inception date: 1995-06-01.
SVIFX performance shows a YTD return of 4.53%. The 1-year return is 20.86% and the 5-year return is 8.28%. SVIFX dividend yield stands at 14.95%, paid semi-annually.
SVIFX top holdings include Amazon.Com Inc (6.5%), Microsoft Corp (5.9%), Apple, Inc (5.1%), US Dollar (3.5%), Jpmorgan Chase (3.0%). 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.