SMVTX Mutual Fund (Virtus Ceredex Mid-Cap Value Equity Fund I) is managed by Virtus Investment Partners with $689.3M in net assets. SMVTX expense ratio is 0.99%, holding 60 positions across sectors including Industrials, Information Technology, Unknown. Inception date: 2001-11-30.

SMVTX performance shows a YTD return of 10.94%. The 1-year return is 58.28% and the 5-year return is 12.99%. SMVTX dividend yield stands at 14.04%, paid semi-annually.

SMVTX 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 SMVTX holdings, sector breakdown, or dividend history.

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