SMVFX Mutual Fund (Virtus Ceredex Mid-Cap Value Equity Fund C) is managed by Virtus Investment Partners with $4.4M in net assets. SMVFX expense ratio is 1.76%, holding 60 positions across sectors including Industrials, Information Technology, Unknown. Inception date: 2001-11-30.

SMVFX performance shows a YTD return of 21.08%. The 1-year return is 58.38% and the 5-year return is 12.32%. SMVFX dividend yield stands at 15.12%, paid annually.

SMVFX 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 SMVFX holdings, sector breakdown, or dividend history.

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