Virtus NFJ Large-Cap Value FundANVIX

MUTUAL FUNDVirtus
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$163.0M
Expense ratio
0.75%
1-year return
+7.2%
3 years, a year
+8.8%
5 years, a year
+6.2%
Holdings
66

What it aims to do.

The fund seeks long-term growth of capital and income.

Top 10 holdings.

Holding% of fund
MRVL Marvell Technology Inc4.51%
SCHW The Charles Schwab Corporation4.10%
DINO HF Sinclair Corp.4.07%
JD Jd.Com Inc4.03%
GOOGL Alphabet Inc.2.97%
UBER Uber Technologies Inc2.64%
EQIX Equinix, Inc.2.63%
GEV GE Vernova Inc.2.60%
JPM JPMorgan Chase & Co.2.50%
MPC Marathon Petroleum Corp.2.29%

More on ANVIX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.