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NFJEX
Mutual Fund ticker: NASDAQ
AS OF
Feb 21 closing price
Price
$10.69
Change
-$0.10 (-0.93%)
Net Assets
557.17M

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

Category LargeValue
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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 27%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was 28%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 59
Price Growth Rating: 57
SMR Rating: 53
Profit Risk Rating: 70
Seasonality Score: -49 (-100 ... +100)
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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
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NFJEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NFJEX has been closely correlated with VVIAX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high 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
88%
Closely correlated
N/A
VIVIX - NFJEX
88%
Closely correlated
N/A
VIVAX - NFJEX
88%
Closely correlated
N/A
DOXGX - NFJEX
80%
Closely correlated
-1.31%
RMFEX - NFJEX
63%
Loosely correlated
-1.06%
More