About STVZX
Virtus Ceredex Large-Cap Value Equity Fund R6 is a mutual fund that primarily invests in dividend-paying U.S. large-cap companies considered undervalued relative to their peers. The fund targets stocks within the market capitalization range of the Russell 1000® Value Index, utilizing a disciplined investment process focused on attractive valuations, dividend policy, and improving company fundamentals. Managed by Ceredex Value Advisors, the fund emphasizes extensive fundamental research to identify catalysts such as management changes or product innovations that could drive price appreciation. Key portfolio sectors include financial services, industrials, consumer cyclical, and healthcare, with notable holdings in companies like JPMorgan Chase, 3M, and Bank of America. The fund aims to provide total return through capital appreciation and income, leveraging dividend-paying stocks to help reduce volatility. It is characterized by a moderate expense ratio and a relatively high portfolio turnover rate, reflecting an active management approach. Established with the R6 share class in 2014, this fund serves investors seeking exposure to large-cap value equities with an emphasis on valuation discipline and dividend strength within the U.S. equity market.
Fund Family Virtus
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol STVZX
Share Class Class R6
Index Russell 1000 Value TR
STVZX had a total return of 23.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.07%.
