MENU
+Compare
ASUAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$12.41
Change
-$0.93 (-6.97%)
Net Assets
8.3M

ASUAX Virtus NFJ Global Sustainability A 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 Sustainability A 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 Sustainability A MF was -0%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was -22%

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: 69
Price Growth Rating: 51
SMR Rating: 55
Profit Risk Rating: 79
Seasonality Score: -20 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GCCLX18.92-0.02
-0.11%
GMO Climate Change I
FCGEX19.86-0.07
-0.35%
NYLI PineStone Global Equity Class A
TLARX13.97-0.06
-0.43%
Transamerica Large Core ESG R
CSJRX68.06-0.30
-0.44%
Cohen & Steers Realty Shares R
GNWRX34.48-0.21
-0.61%
Nationwide R

ASUAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ASUAX has been closely correlated with RWIBX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if ASUAX jumps, then RWIBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ASUAX
1D Price
Change %
ASUAX100%
N/A
RWIBX - ASUAX
89%
Closely correlated
-6.30%
CWGCX - ASUAX
48%
Loosely correlated
-6.27%
CWGFX - ASUAX
47%
Loosely correlated
-6.38%
RWBEX - ASUAX
47%
Loosely correlated
-6.30%
FCWGX - ASUAX
46%
Loosely correlated
-6.44%
More