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PHSKX
Mutual Fund ticker: NASDAQ
AS OF
Sep 12 closing price
Price
$60.30
Change
-$0.63 (-1.03%)
Net Assets
949.78M

PHSKX Virtus KAR Mid-Cap Growth A Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Mid-Cap Growth
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A.I.Advisor
published Highlights

Industry description

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It invests in a select group of medium market capitalization growth companies believed by the subadviser to be undervalued relative to their future growth potential. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.

Market Cap

The average market capitalization across the Virtus KAR Mid-Cap Growth A MF is 43.75B. The market cap for tickers in the group ranges from 2.05B to 144.9B. APH holds the highest valuation in this group at 144.9B. The lowest valued company is GSHD at 2.05B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Mid-Cap Growth A MF was -39%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was -8%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 57
Price Growth Rating: 51
SMR Rating: 34
Profit Risk Rating: 62
Seasonality Score: -46 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com
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PHSKX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PHSKX has been closely correlated with VMGIX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if PHSKX jumps, then VMGIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PHSKX
1D Price
Change %
PHSKX100%
-1.03%
VMGIX - PHSKX
95%
Closely correlated
-0.89%
VMGMX - PHSKX
95%
Closely correlated
-0.89%
FSMAX - PHSKX
91%
Closely correlated
-0.95%
PMBPX - PHSKX
88%
Closely correlated
-1.04%
PMBJX - PHSKX
88%
Closely correlated
-1.04%
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