Virtus Ceredex Mid-Cap Value Equity Fund - Virtus
Shareclass
Virtus Ceredex Mid-Cap Value Equity Fund Class R6 (SMVZX)
Type
Open-end mutual fund
Manager
Filing
Flagged investments
$55.9M
5.28% of assets
High Risk
$41.53M
3.92% of assets
Private prison operators
$0
0% of assets
Click to see the breakdown of flagged holdings.
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
3
holdings
$55.9M
invested
5.28%
of portfolio
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
2
holdings
$41.53M
invested
3.92%
of portfolio
All flagged holdings
3 holdings
3 holdings
- 1.Motorola Solutions Inc
$21.08M1.99% - 2.Citizens Financial Group Inc$20.44M1.93%
- 3.Yum! Brands Inc$14.37M1.36%
Higher risk
Private prison operator
Private prison operator
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Virtus Ceredex Mid-Cap Value Equity Fund - Virtus SMVZX
Environment
Social
Search more funds
Ask your employer about adding prison industrial complex-free options to your retirement plan
Find sustainable funds that are prison industrial complex-free
Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer