- What does SMVTX invest in?
- The Fund seeks capital appreciation through invests primarily in common stocks of mid-sized U.S. companies with market capitalizations between approximately $1 billion and $12 billion that it believes are undervalued in the market.
- What is the expense ratio of SMVTX?
- Virtus Ceredex Mid-Cap Value Equity I (SMVTX) charges an expense ratio of 0.99%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SMVTX?
- Virtus Ceredex Mid-Cap Value Equity I (SMVTX) manages $1.34B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SMVTX actively managed or an index fund?
- SMVTX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SMVTX launched?
- Virtus Ceredex Mid-Cap Value Equity I (SMVTX) launched in November 2001 and is managed by the fund issuer.
- How has SMVTX performed?
- SMVTX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
