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DGSCX Virtus KAR Global Small-Cap Inst Forecast, Technical & Fundamental Analysis

Category WorldStock
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. It invests in a select group of small market capitalization companies believed by the fund’s subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive. The fund invests in U.S. and non-U.S. companies. Under normal circumstances, it invests at least 80% of net assets in common stocks of global small-capitalization companies.

Market Cap

The average market capitalization across the Virtus KAR Global Small-Cap Inst MF is 6.98B. The market cap for tickers in the group ranges from 5.45M to 8.78B. PRI holds the highest valuation in this group at 8.78B. The lowest valued company is AUTO at 5.45M.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Global Small-Cap Inst MF was 33%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was 141%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 48
Price Growth Rating: 50
SMR Rating: 66
Profit Risk Rating: 37
Seasonality Score: 25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
Allianz Funds1633 BROADWAYNew York
Phone
+1 8004985413
Web
us.allianzgi.com
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DGSCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DGSCX has been closely correlated with RSLBX. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if DGSCX jumps, then RSLBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DGSCX
1D Price
Change %
DGSCX100%
N/A
RSLBX - DGSCX
70%
Closely correlated
+0.12%
SMCFX - DGSCX
50%
Loosely correlated
+0.11%
SCWFX - DGSCX
50%
Loosely correlated
+0.12%
RSLFX - DGSCX
50%
Loosely correlated
+0.13%
SCWCX - DGSCX
49%
Loosely correlated
+0.11%
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