MENU
+Compare
NFJEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$11.00
Change
-$0.06 (-0.54%)
Net Assets
584.23M

NFJEX Virtus NFJ Dividend Value Inst Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Bank of America Corp (NYSE:BAC), Intuit (NASDAQ:INTU), Nextera Energy Inc (NYSE:NEE), ZOETIS (NYSE:ZTS).

Industry description

The investment seeks long-term growth of capital and income. The fund seeks to achieve its investment objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies that pay or are expected to pay dividends. Under normal conditions, it will invest primarily in common stocks of companies with market capitalizations greater than $3.5 billion.

Market Cap

The average market capitalization across the Virtus NFJ Dividend Value Inst MF is 104.92B. The market cap for tickers in the group ranges from 10.86B to 299.21B. BAC holds the highest valuation in this group at 299.21B. The lowest valued company is REXR at 10.86B.

Volume

The average weekly volume growth across all stocks in the Virtus NFJ Dividend Value Inst MF was 3%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -1%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 62
Price Growth Rating: 58
SMR Rating: 54
Profit Risk Rating: 65
Seasonality Score: 5 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Allianz Funds1633 BROADWAYNew York
Phone
+1 8004985413
Web
us.allianzgi.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MSFLX37.03N/A
N/A
Morgan Stanley Inst Global Franchise L
UGEIX10.83N/A
N/A
Victory Global Equity Income
JHEQX33.93-0.01
-0.03%
JPMorgan Hedged Equity I
SZCIX53.12-0.66
-1.23%
DWS Small Cap Core Inst
PSLAX16.23-0.26
-1.58%
Putnam Small Cap Value A

NFJEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NFJEX has been loosely correlated with VVIAX. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if NFJEX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NFJEX
1D Price
Change %
NFJEX100%
N/A
VVIAX - NFJEX
66%
Loosely correlated
-0.60%
VIVAX - NFJEX
66%
Loosely correlated
-0.62%
VIVIX - NFJEX
66%
Loosely correlated
-0.62%
RMFEX - NFJEX
63%
Loosely correlated
-5.03%
RMFCX - NFJEX
63%
Loosely correlated
-4.98%
More