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AWTAX Virtus Duff & Phelps Water A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies that are represented in one or more of the S&P Global Water Index, the NASDAQ OMX U.S. Water or Global Water Indices or the S-Network Global Water Index (Composite), or that are substantially engaged in water-related activities. The fund is non-diversified.

Market Cap

The average market capitalization across the Virtus Duff & Phelps Water A MF is 20.79B. The market cap for tickers in the group ranges from 30.62M to 66.02B. ECL holds the highest valuation in this group at 66.02B. The lowest valued company is SVT at 30.62M.

Volume

The average weekly volume growth across all stocks in the Virtus Duff & Phelps Water A MF was 14%. For the same stocks of the MF, the average monthly volume growth was 73% 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: 69
P/E Growth Rating: 54
Price Growth Rating: 42
SMR Rating: 60
Profit Risk Rating: 52
Seasonality Score: -39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category NaturalResources

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AWTAX
1D Price
Change %
AWTAX100%
-0.99%
VMIAX - AWTAX
83%
Closely correlated
-0.71%
GEACX - AWTAX
65%
Loosely correlated
-1.25%
GMOWX - AWTAX
64%
Loosely correlated
-1.26%
FFGTX - AWTAX
59%
Loosely correlated
-0.99%
FIQRX - AWTAX
59%
Loosely correlated
-0.99%
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