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AZBIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
91.86M

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 4.42B. The market cap for tickers in the group ranges from 767.53M to 7.8B. COKE holds the highest valuation in this group at 7.8B. The lowest valued company is BBSI at 767.53M.

Volume

The average weekly volume growth across all stocks in the Virtus Small-Cap Institutional MF was -8%. For the same stocks of the MF, the average monthly volume growth was 36% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 53
Price Growth Rating: 49
SMR Rating: 51
Profit Risk Rating: 43
Seasonality Score: -52 (-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

Correlation & Price change

A.I.dvisor tells us that AZBIX and VSCPX have been poorly correlated (+29% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that AZBIX and VSCPX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AZBIX
1D Price
Change %
AZBIX100%
N/A
VSCPX - AZBIX
29%
Poorly correlated
+0.83%
VSCIX - AZBIX
29%
Poorly correlated
+0.82%
VSMAX - AZBIX
28%
Poorly correlated
+0.83%
NAESX - AZBIX
27%
Poorly correlated
+0.83%
FSSNX - AZBIX
21%
Poorly correlated
+1.31%