Virtus Ceredex Mid-Cap Value Equity Fund Class R6 (SMVZX)

Overview

This fund is primarily focused on investing in U.S.-traded equity securities, targeting mid-capitalization companies. By dedicating at least 80% of its net assets to these securities, the fund aims to leverage the growth potential inherent in mid-sized companies. The inclusion of American Depositary Receipts (ADRs) allows the fund to extend its reach to companies based outside of the U.S. but traded on U.S. markets, thereby enriching its portfolio diversity. It adheres to a specific market capitalization range for its investments, generally aligning with the profile of companies included in the Russell Midcap® Index at the time of purchase. This approach asserts the fund's strategic positioning to capitalize on the dynamic mid-cap sector, seeking to deliver substantial returns to its investors through a focused yet diversified investment strategy.

Products and Services

• U.S.-Traded Equity Securities

  The core of the fund’s investment strategy revolves around U.S.-traded equity securities. This encompasses a broad spectrum of equity investments in mid-capitalization companies that are either based in the U.S. or offer their stocks on U.S. exchanges. By focusing on this segment, the fund aims to harness the growth potential and agility of mid-size enterprises, aiming for robust performance and significant returns.

• American Depositary Receipts (ADRs)

  Inclusion of ADRs represents the fund’s gateway to international exposure. ADRs are a type of equity security that represents shares in foreign companies but is traded on U.S. exchanges, allowing investors the benefit of diversity in geography without the complexities of investing directly in foreign markets. This component of the fund's portfolio enables it to tap into the growth dynamics of international companies while retaining the regulatory and trading efficiencies of U.S. market platforms.