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PKSAX Virtus KAR Small-Cap Core A Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation, with dividend income a secondary consideration... Show more

Category: #Small Blend
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation, with dividend income a secondary consideration. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Market Cap

The average market capitalization across the Virtus KAR Small-Cap Core A MF is 10.41B. The market cap for tickers in the group ranges from 2.92B to 38.61B. EME holds the highest valuation in this group at 38.61B. The lowest valued company is CRVL at 2.92B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Small-Cap Core A MF was 24%. For the same stocks of the MF, the average monthly volume growth was 56% and the average quarterly volume growth was 230%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 45
Price Growth Rating: 50
SMR Rating: 40
Profit Risk Rating: 53
Seasonality Score: 66 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Details
Category
Small Blend
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com
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PKSAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PKSAX has been closely correlated with DFSTX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if PKSAX jumps, then DFSTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PKSAX
1D Price
Change %
PKSAX100%
N/A
DFSTX - PKSAX
93%
Closely correlated
+0.13%
PMAQX - PKSAX
85%
Closely correlated
N/A
PEMGX - PKSAX
85%
Closely correlated
N/A
FSMAX - PKSAX
83%
Closely correlated
N/A
TRQZX - PKSAX
77%
Closely correlated
N/A
More
Virtus KAR Small-Cap Core A (PKSAX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com