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PICMX Virtus KAR Mid-Cap Growth I Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
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 I MF is 37.61B. The market cap for tickers in the group ranges from 1.73B to 106.82B. MELI holds the highest valuation in this group at 106.82B. The lowest valued company is GSHD at 1.73B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Mid-Cap Growth I MF was -19%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 37%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 49
Price Growth Rating: 41
SMR Rating: 29
Profit Risk Rating: 34
Seasonality Score: -59 (-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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PICMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PICMX has been closely correlated with FSMAX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if PICMX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PICMX
1D Price
Change %
PICMX100%
+0.03%
FSMAX - PICMX
91%
Closely correlated
+0.04%
TRQZX - PICMX
83%
Closely correlated
-0.08%
RPTIX - PICMX
83%
Closely correlated
-0.07%
RPMGX - PICMX
83%
Closely correlated
-0.08%
RRMGX - PICMX
82%
Closely correlated
-0.08%
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