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AWTIX Virtus Duff & Phelps Water Inst 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 Inst 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 Inst MF was 244%. For the same stocks of the MF, the average monthly volume growth was 309% and the average quarterly volume growth was 220%

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: 41
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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AWTIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AWTIX has been loosely correlated with GEACX. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if AWTIX jumps, then GEACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AWTIX
1D Price
Change %
AWTIX100%
-1.01%
GEACX - AWTIX
65%
Loosely correlated
-1.25%
GMOWX - AWTIX
65%
Loosely correlated
-1.26%
FFGTX - AWTIX
59%
Loosely correlated
-0.99%
FIQRX - AWTIX
59%
Loosely correlated
-0.99%
TRNEX - AWTIX
52%
Loosely correlated
-0.17%
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