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 US 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.
The average market capitalization across the Virtus Duff & Phelps Water Inst MF is 44.78B. The market cap for tickers in the group ranges from 26.56M to 53.89B. ECL holds the highest valuation in this group at 53.89B. The lowest valued company is SVT at 26.56M.
The average weekly volume growth across all stocks in the Virtus Duff & Phelps Water Inst MF was 4%. For the same stocks of the MF, the average monthly volume growth was 34% 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: 72
P/E Growth Rating: 53
Price Growth Rating: 47
SMR Rating: 64
Profit Risk Rating: 36
Seasonality Score: -8 (-100 ... +100)