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 $98.2M in net assets. SVIIX expense ratio is 1.24%, holding 56 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1993-02-17.
SVIIX performance shows a YTD return of 15.04%. The 1-year return is 19.91% and the 5-year return is 9.54%. SVIIX dividend yield stands at 3.01%.
SVIIX 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 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.