Virtus Ceredex Large-Cap Value Equity C (SVIFX)
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Virtus Ceredex Large-Cap Value Equity C
Greenfield MA 01301
101 Munson Street
Virtus Asset Trust
Management information
,Lead manager since 30 December 1995
As Ceredex’s Chief Investment Officer, Mills Riddick is responsible for the overall investment policy of the firm’s value equity portfolios. In addition, he holds the role of senior portfolio manager of the Large Cap Value Equity and Concentrated Large Cap Value Equity strategies.
Mr. Riddick joined what is now Ceredex in 1989. He started in a lead client service role with portfolio management responsibilities, including for the Large Cap Value Equity Strategy. In 1995, he was named sole portfolio manager of the strategy and head of the Value Equity Team. Mr. Riddick has been instrumental in crafting the firm’s investment philosophy, assembling the value equity investment team, and leading the transition to Ceredex becoming an independently managed firm in 2008.
Mr. Riddick began his financial career in 1980, joining Peat Marwick as a certified public accountant. He began his investment career as a financial consultant with Bache in 1982.
Mr. Riddick graduated from Florida State University with a B.S. in accounting and achieved the Certified Public Accountant (“CPA”) designation in 1981. He is a Chartered Financial Analyst (“CFA®”) charterholder since 1992.
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Morningstar category
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Fund overview
CategoryLarge Value
Fund familyVirtus
Net assets697M
YTD return4.69%
Yield0.58%
Morningstar rating★★
Inception date31 May 1995
Fund operations
Last dividend0.06
Last cap gain10.00
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
ExpenseSVIFXCategory average
Annual report expense ratio (net)0.72%0.90%
Prospectus net expense ratio0.72%N/A
Prospectus gross expense ratio0.88%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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