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ASTNX Virtus NFJ Global Sust Instl Forecast, Technical & Fundamental Analysis

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), Autodesk (NASDAQ:ADSK).

Industry description

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by creating a portfolio of global equities with a focus on companies that the portfolio managers believe exhibit strong records with respect to environmental, social, and corporate governance ("ESG") factors. It normally invests primarily in equity securities of both U.S. and non-U.S. companies, including emerging market securities. Under normal market conditions, the fund will invest at least 40% of its assets in non-U.S. securities.

Market Cap

The average market capitalization across the Virtus NFJ Global Sust Instl MF is 57.52B. The market cap for tickers in the group ranges from 20.65B to 131.17B. NEE holds the highest valuation in this group at 131.17B. The lowest valued company is ES at 20.65B.

Volume

The average weekly volume growth across all stocks in the Virtus NFJ Global Sust Instl MF was -53%. For the same stocks of the MF, the average monthly volume growth was 22% and the average quarterly volume growth was 6%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 62
Price Growth Rating: 48
SMR Rating: 60
Profit Risk Rating: 77
Seasonality Score: 62 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
Virtus Strategy TrustC/O Allianz Global Investors,1633 BroadwayNew York
Phone
212-739-3000
Web
www.allianzgi.com
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ASTNX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ASTNX has been loosely correlated with FWCGX. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if ASTNX jumps, then FWCGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ASTNX
1D Price
Change %
ASTNX100%
-0.56%
FWCGX - ASTNX
57%
Loosely correlated
-0.45%
FWGIX - ASTNX
57%
Loosely correlated
-0.45%
RWBEX - ASTNX
57%
Loosely correlated
-0.45%
FCWGX - ASTNX
57%
Loosely correlated
-0.47%
RWIHX - ASTNX
57%
Loosely correlated
-0.45%
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