Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Tesla (NASDAQ:TSLA), Mastercard (NYSE:MA), Home Depot (NYSE:HD), Salesforce (NYSE:CRM), Union Pacific Corp (NYSE:UNP).
Industry description
The investment seeks total return comprised of current income, current gains and capital appreciation.
The fund seeks to achieve its objective by investing primarily in a combination of common stocks and other equity securities, debt securities and convertible securities. The allocation of the fund's investments across asset classes will vary substantially from time to time. The fund's investments in each asset class are based upon the portfolio managers' assessment of economic conditions and market factors, including equity price levels, interest rate levels and their anticipated direction.
Market Cap
The average market capitalization across the Virtus Income & Growth Inst MF is 1.31T. The market cap for tickers in the group ranges from 151.35B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is UNP at 151.35B.
Volume
The average weekly volume growth across all stocks in the Virtus Income & Growth Inst MF was 53%. For the same stocks of the MF, the average monthly volume growth was 42% and the average quarterly volume growth was -22%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 78
P/E Growth Rating: 69
Price Growth Rating: 39
SMR Rating: 30
Profit Risk Rating: 24
Seasonality Score: -47 (-100 ... +100)