SVIIX Mutual Fund

SVIIX Mutual Fund (Virtus Ceredex Large Cap Value Equity Fund Class A) is managed by Virtus Investment Partners with $102.0M in net assets. SVIIX expense ratio is 1.24%, holding 56 positions across sectors including Financials, Industrials, Information Technology. 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 17.84%, paid monthly.

SVIIX 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 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.