Virtus Ceredex Large-Cap Value Equity FundSVIFX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$253.7M
Expense ratio
1.72%
1-year return
+11.2%
3 years, a year
+3.2%
5 years, a year
-1.5%
Holdings
56
What it aims to do.
The fund has an investment objective of seeking to provide a high level of capital appreciation. As a secondary goal, the fund also seeks to provide current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOG Alphabet Inc. | 3.93% |
| JPM JPMorgan Chase & Co. | 3.69% |
| CVX Chevron Corp | 2.93% |
| NEE NextEra Energy Inc | 2.67% |
| AEE Ameren Corp. | 2.62% |
| PG The Procter & Gamble Co. | 2.33% |
| TMO Thermo Fisher Scientific Inc | 2.25% |
| MRK Merck & Co., Inc | 2.20% |
| HAL Halliburton Company | 2.15% |
| NOK Nokia Corp | 2.11% |
More on SVIFX.
- SVIFX overview
- SVIFX holdings
- SVIFX risk
- SVIFX costs
- SVIFX money in and out
- SVIFX share classes
- Compare SVIFX with other funds
Returns after fees, from the fund's SEC filings up to Dec 2025. Past returns are not a promise. Not financial advice.