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AZBIX Virtus Small-Cap Institutional Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in companies with smaller market capitalizations. The manager expects to invest principally in U.S. companies but may invest to a lesser extent in non-U.S. companies. The manager currently considers smaller market capitalization companies to be companies with market capitalizations that are smaller than the largest company in the fund’s benchmark, the Russell 2000 Index.

Market Cap

The average market capitalization across the Virtus Small-Cap Institutional MF is 4.34B. The market cap for tickers in the group ranges from 832.72M to 7.12B. ATKR holds the highest valuation in this group at 7.12B. The lowest valued company is BBSI at 832.72M.

Volume

The average weekly volume growth across all stocks in the Virtus Small-Cap Institutional MF was 14%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was 97%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 44
Price Growth Rating: 48
SMR Rating: 37
Profit Risk Rating: 33
Seasonality Score: 7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Allianz Funds1633 BROADWAYNew York
Phone
+1 8004985413
Web
us.allianzgi.com
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AZBIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AZBIX has been loosely correlated with NAESX. These tickers have moved in lockstep 37% of the time. This A.I.-generated data suggests there is some statistical probability that if AZBIX jumps, then NAESX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AZBIX
1D Price
Change %
AZBIX100%
N/A
NAESX - AZBIX
37%
Loosely correlated
+1.02%
VSCIX - AZBIX
37%
Loosely correlated
+1.02%
VSCPX - AZBIX
36%
Loosely correlated
+1.02%
VSMAX - AZBIX
36%
Loosely correlated
+1.03%
FSSNX - AZBIX
36%
Loosely correlated
+1.25%