About STVTX
Virtus Ceredex Large-Cap Value Equity Fund Class I is a mutual fund focused on total return by investing primarily in undervalued, dividend-paying U.S. large-cap stocks. Managed by Ceredex Value Advisors, the fund targets companies within the market capitalization range of the Russell 1000® Value Index, employing a disciplined, bottom-up investment process that emphasizes attractive valuations, robust dividend policies, and improving company fundamentals. The portfolio typically consists of 30–50 holdings, with rigorous fundamental research used to identify catalysts for price appreciation, such as new management, restructurings, or product innovations. Diversification spans major sectors, including healthcare, technology, financial services, and energy. This strategy is designed to balance capital appreciation with income, utilizing dividends as both a return component and a means to help reduce portfolio volatility. Established in 1993, the fund is managed by an experienced team that has served institutional and high-net-worth clients for decades, providing a notable presence within the large-cap value segment of the U.S. equity market.
Fund Family Virtus
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol STVTX
Share Class Class I
Index Russell 1000 Value TR
STVTX had a total return of 28.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.43%.
