ANFVX Mutual Fund (Virtus NFJ Small-Cap Value Fund Class R6) is managed by Virtus Investment Partners with $8.8M in net assets. ANFVX expense ratio is 0.77%, holding 80 positions across sectors including Financials, Energy, Materials. Inception date: 2013-12-19.

ANFVX performance shows a YTD return of 17.65%. The 1-year return is 31.06% and the 5-year return is 7.72%. ANFVX dividend yield stands at 2.88%, paid semi-annually.

ANFVX top holdings include HF Sinclair Corp (2.6%), Littelfuse Inc (2.5%), Helmerich & Payne Inc (2.5%), Kaiser Aluminum Corp (2.4%), Independent Bank (2.2%). View all ANFVX holdings, sector breakdown, or dividend history.

ANFVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ANFVX alternatives are available via the screener, along with tax-loss harvesting opportunities.