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AOPAX Virtus International S/C A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks maximum long-term capital appreciation. The fund seeks to achieve its objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in companies with smaller market capitalizations. It currently defines companies with smaller market capitalizations as those with market capitalizations comparable to companies included in the MSCI ACWI ex U.S. Small Cap Index. The advisor expects to maintain a weighted-average market capitalization between 50% and 200% of the weighted-average market capitalization of the securities in the MSCI ACWI ex U.S. Small-Cap Index.

Market Cap

The average market capitalization across the Virtus International S/C A MF is 5.16B. The market cap for tickers in the group ranges from 4.12B to 4.12B. FOUR holds the highest valuation in this group at 4.12B. The lowest valued company is FOUR at 4.12B.

Volume

The average weekly volume growth across all stocks in the Virtus International S/C A MF was -6%. For the same stocks of the MF, the average monthly volume growth was -50% and the average quarterly volume growth was -25%

Fundamental Analysis Ratings

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

Valuation Rating: 46
P/E Growth Rating: 64
Price Growth Rating: 53
SMR Rating: 57
Profit Risk Rating: 62
Seasonality Score: 6 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignSmallMidGrowth

Profile
Fundamentals
Details
Category
Foreign Small/Mid Growth
Address
Virtus Strategy TrustC/O Allianz Global Investors,1633 BroadwayNew York
Phone
212-739-3000
Web
www.allianzgi.com
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AOPAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AOPAX has been closely correlated with OSMNX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if AOPAX jumps, then OSMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AOPAX
1D Price
Change %
AOPAX100%
-0.33%
OSMNX - AOPAX
91%
Closely correlated
+0.03%
OSCIX - AOPAX
91%
Closely correlated
+0.02%
OSMAX - AOPAX
91%
Closely correlated
N/A
OSMCX - AOPAX
91%
Closely correlated
+0.03%
OSMYX - AOPAX
91%
Closely correlated
+0.02%
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