The most notable companies in this group are ABBVIE (NYSE:ABBV), Verizon Communications (NYSE:VZ), International Business Machines Corp (NYSE:IBM), Southern Company (The) (NYSE:SO).
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.
The average market capitalization across the Virtus KAR Equity Income A MF is 64.94B. The market cap for tickers in the group ranges from 5.67B to 245.57B. ABBV holds the highest valuation in this group at 245.57B. The lowest valued company is MSM at 5.67B.
The average weekly volume growth across all stocks in the Virtus KAR Equity Income A MF was -12%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -58%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 47
P/E Growth Rating: 47
Price Growth Rating: 47
SMR Rating: 46
Profit Risk Rating: 50
Seasonality Score: 12 (-100 ... +100)