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JVSCX

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Analysis and statistics

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About

JVSCX.US represents the Virtus Small-Cap Value Fund Class C shares. This mutual fund primarily invests in a diversified portfolio of small-capitalization U.S. companies that the fund's investment advisor believes are undervalued. The fund seeks long-term capital appreciation by focusing on companies with market capitalizations similar to those within the Russell 2000 Value Index. As a Class C share, it typically carries a contingent deferred sales charge (CDSC) if redeemed within a certain timeframe, alongside higher ongoing expenses compared to other share classes of the same fund.
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Factors

Market Interest Rates: Rising interest rates generally decrease the fund's Net Asset Value (NAV) as bond prices fall.

Credit Risk: Deterioration in the creditworthiness of issuers in the portfolio can lower the fund's value.

Inflation Expectations: Higher inflation erodes the real value of fixed-income investments, potentially decreasing the NAV.

Economic Growth: Stronger economic growth can sometimes lead to higher interest rates, negatively impacting bond prices.

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