MENU

ANPRX Virtus NFJ Mid-Cap Value R6 Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Nextera Energy Inc (NYSE:NEE), Edwards Lifesciences Corp (NYSE:EW).

Industry description

The investment seeks long-term growth of capital and income. The fund seeks to achieve its investment objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies with medium market capitalizations. It normally invests significantly in securities that the portfolio managers expect will generate income (for example, by paying dividends). The portfolio managers use a value investing style focusing on companies whose securities the portfolio managers believe have attractive valuation and fundamental strength.

Market Cap

The average market capitalization across the Virtus NFJ Mid-Cap Value R6 MF is 33.08B. The market cap for tickers in the group ranges from 1.99B to 131.17B. NEE holds the highest valuation in this group at 131.17B. The lowest valued company is SCL at 1.99B.

Volume

The average weekly volume growth across all stocks in the Virtus NFJ Mid-Cap Value R6 MF was 14%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was 20%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 56
P/E Growth Rating: 51
Price Growth Rating: 42
SMR Rating: 68
Profit Risk Rating: 83
Seasonality Score: -45 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Allianz Funds1633 BROADWAYNew York
Phone
+1 8004985413
Web
us.allianzgi.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PLVIX20.42-0.05
-0.24%
Principal Large Cap Value III Inst
EVSIX23.59-0.06
-0.25%
Allspring Disciplined US Core Inst
ETCMX14.47-0.04
-0.28%
Eventide Balanced Fund Class C
DIERX41.16-0.12
-0.29%
BNY Mellon International Core Equity I
RNPCX61.85-0.27
-0.43%
American Funds New Perspective R3

ANPRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ANPRX has been closely correlated with JVMRX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if ANPRX jumps, then JVMRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ANPRX
1D Price
Change %
ANPRX100%
-0.23%
JVMRX - ANPRX
88%
Closely correlated
-0.23%
JVMTX - ANPRX
36%
Loosely correlated
-0.23%
JVMAX - ANPRX
36%
Loosely correlated
-0.21%
JVMSX - ANPRX
34%
Loosely correlated
-0.20%
JVMCX - ANPRX
32%
Poorly correlated
-0.21%
More