+Compare
PDIAX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
121.94M

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), Verizon Communications (NYSE:VZ), International Business Machines Corp (NYSE:IBM), Southern Company (The) (NYSE:SO).

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 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.

Volume

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)
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
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TPR30.920.34
+1.11%
Tapestry
ESGRP24.570.03
+0.12%
Enstar Group Limited
PTCT21.48-0.19
-0.88%
PTC Therapeutics
AFMD0.45-0.02
-3.23%
Affimed NV
CMPS6.06-0.39
-6.05%
COMPASS Pathways Plc

PDIAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PDIAX has been closely correlated with FFMMX. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if PDIAX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PDIAX
1D Price
Change %
PDIAX100%
N/A
FFMMX - PDIAX
73%
Closely correlated
-0.34%
FFFMX - PDIAX
73%
Closely correlated
-0.34%
VVIAX - PDIAX
59%
Loosely correlated
-0.40%
VIVIX - PDIAX
58%
Loosely correlated
-0.40%
VIVAX - PDIAX
57%
Loosely correlated
-0.40%
More