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PHRAX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$18.30
Change
+$0.10 (+0.55%)
Net Assets
338.59M

PHRAX Virtus Duff & Phelps Real Estate Secs A Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation and income with approximately equal emphasis... Show more

Category: #Real Estate
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), Simon Property Group (NYSE:SPG).

Industry description

The investment seeks capital appreciation and income with approximately equal emphasis. The fund normally invests at least 80% of its assets in publicly-traded REITs and companies that are principally engaged in the real estate industry. It offers exposure to the equity real estate investment trust ("REIT") market utilizing utilizing a quality and relative value style with a fundamental security analysis approach designed to identify the most attractive investment candidates.

Market Cap

The average market capitalization across the Virtus Duff & Phelps Real Estate Secs A MF is 60.86B. The market cap for tickers in the group ranges from 15.99B to 108.95B. WELL holds the highest valuation in this group at 108.95B. The lowest valued company is SUI at 15.99B.

Volume

The average weekly volume growth across all stocks in the Virtus Duff & Phelps Real Estate Secs A MF was 39%. For the same stocks of the MF, the average monthly volume growth was -33% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 61
Price Growth Rating: 48
SMR Rating: 65
Profit Risk Rating: 49
Seasonality Score: -29 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category RealEstate

Profile
Fundamentals
Details
Category
Real Estate
Address
101 Munson StreetGreenfield MA 01301Greenfield
Phone
N/A
Web
www.virtus.com
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PHRAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PHRAX has been closely correlated with CSJZX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if PHRAX jumps, then CSJZX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PHRAX
1D Price
Change %
PHRAX100%
N/A
CSJZX - PHRAX
97%
Closely correlated
+0.53%
VRTPX - PHRAX
92%
Closely correlated
+0.51%
CSRIX - PHRAX
92%
Closely correlated
+0.52%
VGSIX - PHRAX
92%
Closely correlated
N/A
VGSNX - PHRAX
92%
Closely correlated
N/A
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