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Virtus Ceredex Mid-Cap Value Equity C

SMVFX
12.36
-0.03
-0.24%
5/18/2018
5 Years
  • Previous Close

    12.39

  • Net Assets

    67.54M

  • Yield

    0.18%

  • Front load

    None

  • Expenses

    1.80%

  • Category

    Mid-Cap Value

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Virtus

Fund Style

Open

Fund Manager

Don Wordell

Investment Style

Medium Blend

The investment seeks to provide capital appreciation; current income is a secondary objective. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S.-traded equity securities of mid-capitalization companies. The subadvisor considers mid-capitalization companies to be companies with market capitalizations generally within those of companies in the Russell Midcap® Index.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 100
Initial Purchase: AIP 100

Inception

11/30/2001

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