Virtus Ceredex Small Cap Fund Quote
| VVERX Fund | USD 9.06 0.01 0.11% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Virtus Ceredex is trading at 9.06 as of the 29th of November 2024; that is 0.11% up since the beginning of the trading day. The fund's open price was 9.05. Virtus Ceredex has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Virtus Ceredex Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in U.S.-traded equity securities of small-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts . The subadviser considers small-capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations generally within the range of companies included in the Russell 2000 Index on a rolling three-year basis.. More on Virtus Ceredex Small Cap
Moving together with Virtus Mutual Fund
| 0.74 | HYIZX | Ridgeworth Seix High | PairCorr |
| 0.9 | SAGAX | Ridgeworth Innovative | PairCorr |
| 0.73 | HYPSX | Ridgeworth Seix High | PairCorr |
Moving against Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Funds, Small Blend Funds, Small Blend, Virtus (View all Sectors) |
| Update Date | 30th of September 2024 |
Virtus Ceredex Small Cap [VVERX] is traded in USA and was established 29th of November 2024. Virtus Ceredex is listed under Virtus category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Virtus family. This fund at this time has accumulated 358.17 M in net assets with no minimum investment requirementsVirtus Ceredex Small is currently producing year-to-date (YTD) return of 18.72% with the current yeild of 0.03%, while the total return for the last 3 years was 6.6%.
Check Virtus Ceredex Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Ceredex Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Virtus Ceredex Small Cap Mutual Fund Constituents
| PLCE | Childrens Place | Stock | Consumer Discretionary | |
| IPG | Interpublic Group of | Stock | Communication Services | |
| SLM | SLM Corp | Stock | Financials | |
| PWR | Quanta Services | Stock | Industrials | |
| POWI | Power Integrations | Stock | Information Technology | |
| PNR | Pentair PLC | Stock | Industrials | |
| OUT | Outfront Media | Stock | Real Estate | |
| KMPR | Kemper | Stock | Financials |
Virtus Ceredex Small Risk Profiles
| Mean Deviation | 0.8111 | |||
| Semi Deviation | 0.8582 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.45 |
Virtus Ceredex Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Ceredex financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Ceredex security.
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