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PDIAX Virtus KAR Equity Income A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are ABBVIE (NYSE:ABBV), International Business Machines Corp (NYSE:IBM), Verizon Communications (NYSE:VZ), PNC Financial Services Group (NYSE:PNC).

Industry description

The investment seeks capital appreciation and current income. The fund invests in a diversified portfolio of primarily mature high-quality U.S. companies, or companies with significant economic ties to the U.S., with high dividend yields. Under normal circumstances, the fund invests at least 80% of its assets in dividend paying equity securities. Generally, the fund invests in approximately 25 to 50 securities at any given time.

Market Cap

The average market capitalization across the Virtus KAR Equity Income A MF is 89B. The market cap for tickers in the group ranges from 2.48B to 322.43B. ABBV holds the highest valuation in this group at 322.43B. The lowest valued company is BOH at 2.48B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Equity Income A MF was 157%. For the same stocks of the MF, the average monthly volume growth was 266% and the average quarterly volume growth was 176%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 37
Price Growth Rating: 33
SMR Rating: 44
Profit Risk Rating: 39
Seasonality Score: -17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com
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PDIAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PDIAX has been closely correlated with VIVAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if PDIAX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PDIAX
1D Price
Change %
PDIAX100%
-0.42%
VIVAX - PDIAX
92%
Closely correlated
-0.09%
VIVIX - PDIAX
92%
Closely correlated
-0.09%
VVIAX - PDIAX
92%
Closely correlated
-0.07%
DODGX - PDIAX
85%
Closely correlated
-0.73%
DOXGX - PDIAX
85%
Closely correlated
-0.74%
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