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Advisor Information for SMVFX

Fund Inception11/30/2001
Name of IssuerVirtus
Fund Advisor(s)Virtus Investment Advisers, LLC
Sub-Advisor(s)Ceredex Value Advisors LLC

Fund Managers for SMVFX

Donald Wordell
Portfolio Manager since 11/30/2001
Don Wordell is a managing director and senior portfolio manager with Ceredex Value Advisors. His primary responsibilities are managing the Mid-Cap Value Equity, Concentrated SMID Cap Value Equity, and Small Cap Value Equity strategies. Mr. Wordell began his investment career and joined what is now Ceredex in 1996 as a research analyst covering value equity strategies. In 2001, he was appointed portfolio manager of the Mid-Cap Value Equity Strategy. Mr. Wordell is a graduate of the University of Central Florida, where he earned both a B.S. in finance and an M.B.A. He is a Chartered Financial Analyst (“CFA®”) charterholder since 2004. He began working in investment management in 1996.
Cody Smith
Portfolio Manager since 02/15/2023
Cody Smith is a managing director, portfolio manager at Ceredex Value Advisors. His primary responsibilities include managing the Mid-Cap Value Equity and Concentrated SMID Cap Value Equity strategies. Mr. Smith joined what is now Ceredex in 2007. He began his investment career in 2004, working as a research analyst at Piper Jaffrey covering the medical device sector. Mr. Smith is a graduate of Drake University with a B.S.B.A. in finance and a minor in mathematics. He is a CFA charterholder since 2009.