About SMVZX
Virtus Ceredex Mid-Cap Value Equity Fund Class R6 is a mutual fund focused on delivering total return through investments in dividend-paying, undervalued U.S. mid-cap companies. The fund primarily targets equities within the market capitalization range of the Russell Midcap® Value Index, employing a disciplined, bottom-up investment process that emphasizes favorable dividend policies, attractive valuations, and improving company fundamentals. This approach seeks out mid-cap stocks trading at historically low valuation levels relative to peers and broader industry benchmarks, aiming to identify businesses with catalysts for potential price appreciation, such as management changes or strategic restructurings. The fund's portfolio is broadly diversified across key sectors—including technology, energy, financial services, utilities, real estate, healthcare, and industrials—providing exposure to a dynamic segment of the equity market. Managed by Ceredex Value Advisors LLC, the fund is tailored for institutional and retirement-focused investors, offering low expense ratios and no sales charges for its R6 share class. By integrating dividend income with value investing, the fund plays a significant role in investor portfolios seeking balanced exposure to U.S. mid-cap equities and moderate volatility through extensive fundamental research and sector diversification.
Fund Family Virtus
Category Mid-Cap Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SMVZX
Share Class Class R6
Index Russell MidCap Value TR
SMVZX had a total return of 19.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.73%.
