About ANFVX
Virtus NFJ Small-Cap Value Fund Class R6 is an actively managed mutual fund specializing in small-cap value equities. Its primary objective is to achieve both capital growth and income by investing in small-capitalization companies that demonstrate value, quality, and compelling shareholder yield characteristics. The fund employs a rigorous, data-driven research process to uncover undervalued stocks across a wide variety of industries, with an emphasis on firms that have solid competitive positions and consistent financials. The portfolio is diversified, with significant allocations to financials, real estate, industrials, consumer discretionary, and utilities sectors. Notable holdings often include regional banks, real estate investment trusts, and select industrial and utility firms. The fund’s investment approach draws on decades of experience in value investing, leveraging fundamental analysis alongside advanced analytics. With a focus on disciplined stock selection and risk management, Virtus NFJ Small-Cap Value Fund Class R6 plays a significant role for investors seeking diversified exposure to undervalued smaller U.S. companies, targeting long-term capital appreciation and steady income through dividends.
Fund Family Virtus
Category Small Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol ANFVX
Share Class R6
Index Russell 2000 Value TR
ANFVX had a total return of 15.53% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.65%.
