Virtus Ceredex Mid-Cap Value Equity Fund I (SMVTX) Research
Under typical market conditions, this fund allocates a minimum of 80% of its net assets to equity securities of mid-capitalization companies that trade on U.S. stock exchanges. These U.S.-listed equities may encompass American Depositary Receipts (ADRs). For investment purposes, the subadviser defines mid-capitalization companies as those possessing market capitalizations that generally fall within the range of companies represented in the Russell Midcap® Index at the moment of their initial purchase.
Market snapshot
- Symbol
- SMVTX
- Price
- $14.50
- Day change
- +1.40%
- Market cap
- $1.3B
- 52-week range
- 11.61-14.97
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AMG River Road Small Cap Value Fund - Class N (ARSVX)
- BNY Mellon Small/Mid Cap Growth Fund Class A (DBMAX)
- Meeder Muirfield Retail (FLMFX)
- Glenmede Small Cap Equity Portfolio (GTSCX)
- William Blair Small Cap Value Fund Class I (ICSCX)
- MFS Series Trust I - MFS New Discovery Fund Class A (MNDAX)
- FPA Queens Road Small Cap Value Inv (QRSVX)
- SEI Index Fd, S&P 500 Index Fund Class I (SPIIX)
Open Virtus Ceredex Mid-Cap Value Equity Fund I (SMVTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.