About SCETX
The Virtus Ceredex Small-Cap Value Equity Fund Class I is a U.S.-focused mutual fund that aims to generate total return through investments in dividend-paying small-cap companies considered undervalued. Managed by Ceredex Value Advisors, the fund targets stocks within the market capitalization range of the Russell 2000 Index, employing a disciplined investment process that emphasizes low valuation levels, dividend yield, and improving company fundamentals. The portfolio is constructed using bottom-up research to identify catalysts for price appreciation, such as organizational restructurings and product innovations. By focusing on small-cap firms with solid dividend policies, the fund seeks to offer both capital appreciation and income while aiming to reduce portfolio volatility. Notably, the fund maintains a diversified allocation across multiple sectors, including industrials, utilities, technology, and financial services, and typically holds a concentrated number of positions to maximize high-conviction ideas. The fund is designed for institutional investors, reflected in its minimum investment requirements and expense structure, and plays a role as a potential diversifier for portfolios seeking exposure to small-company value opportunities in the U.S. equity market.
Fund Family Virtus
Category Small Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol SCETX
Share Class Class I
Index Russell 2000 Value TR
SCETX had a total return of 12.12% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.35%.
