SAMVX Mutual Fund (Virtus Ceredex Mid-Cap Value Equity Fund A) is managed by Virtus Investment Partners with $177.3M in net assets. SAMVX expense ratio is 1.31%, holding 60 positions across sectors including Industrials, Information Technology, Unknown. Inception date: 2003-10-27.

SAMVX performance shows a YTD return of 21.39%. The 1-year return is 58.20% and the 5-year return is 15.02%. SAMVX dividend yield stands at 14.81%, paid semi-annually.

SAMVX top holdings include Equinix Inc. Real Estate Investment Trust (2.0%), Evercore, Inc. Class A (1.9%), American Electric Power Co Inc (1.9%), Mks Instruments Inc (1.9%), Carpenter Technology Corpcommon Stock (1.9%). View all SAMVX holdings, sector breakdown, or dividend history.

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