SVIIX Mutual Fund
SVIIX Mutual Fund
SVIIX Mutual Fund
Virtus Ceredex Large Cap Value Equity Fund Class A
SVIIX Mutual Fund Overview
SVIIX Mutual Fund (Virtus Ceredex Large Cap Value Equity Fund Class A) is managed by Virtus Investment Partners with $100.1M in net assets. SVIIX expense ratio is 1.24%, holding 56 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1993-02-17.
SVIIX performance shows a YTD return of 19.43%. The 1-year return is 26.68% and the 5-year return is 9.17%. SVIIX dividend yield stands at 17.47%, paid monthly.
SVIIX 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 SVIIX holdings, SVIIX sectors, or SVIIX dividends.
SVIIX can be compared against other funds. Use SVIIX overlap to find shared positions, or SVIIX vs another fund for a side-by-side view. SVIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.