MENU

ANVIX Virtus NFJ Large-Cap Value Fund Inst Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Bank of America Corp (NYSE:BAC), Intuit (NASDAQ:INTU), PNC Financial Services Group (NYSE:PNC).

Industry description

The investment seeks long-term growth of capital and income. The fund normally invests at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies with large market capitalizations. It normally invests significantly in securities that the portfolio managers expect will generate income (for example, by paying dividends). In addition to common stocks and other equity securities, the fund may invest up to 25% of its assets in REITs and real estate-related investments, and a portion of its assets in non‑U.S. securities, including emerging market securities.

Market Cap

The average market capitalization across the Virtus NFJ Large-Cap Value Fund Inst MF is 125.85B. The market cap for tickers in the group ranges from 10.86B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is REXR at 10.86B.

Volume

The average weekly volume growth across all stocks in the Virtus NFJ Large-Cap Value Fund Inst MF was 29%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was 21%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 52
Price Growth Rating: 34
SMR Rating: 58
Profit Risk Rating: 60
Seasonality Score: 41 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large 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 %
RYWAX62.001.09
+1.79%
Rydex S&P SmallCap 600 Pure Growth H
SSCVX22.750.28
+1.25%
Columbia Select Small Cap Value A
FDIGX96.060.05
+0.05%
Fidelity Advisor Consumer Staples I
FKACX38.75N/A
N/A
Franklin Growth Opportunities C
TSQIX14.55N/A
N/A
AMG TimesSquare Small Cap Growth I

ANVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ANVIX has been closely correlated with VIVAX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if ANVIX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ANVIX
1D Price
Change %
ANVIX100%
+0.57%
VIVAX - ANVIX
83%
Closely correlated
+0.24%
VIVIX - ANVIX
83%
Closely correlated
+0.24%
VVIAX - ANVIX
83%
Closely correlated
+0.26%
DOXGX - ANVIX
80%
Closely correlated
+0.94%
DODGX - ANVIX
80%
Closely correlated
+0.94%
More