SMVZX Mutual Fund (Virtus Ceredex Mid-Cap Value Equity Fund Class R6) is managed by Virtus Investment Partners with $386.2M in net assets. SMVZX expense ratio is 0.79%, holding 60 positions across sectors including Industrials, Information Technology, Unknown. Inception date: 2014-08-01.

SMVZX performance shows a YTD return of 21.63%. The 1-year return is 58.44% and the 5-year return is 13.22%. SMVZX dividend yield stands at 14.57%, paid annually.

SMVZX 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 SMVZX holdings, sector breakdown, or dividend history.

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