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PKSCX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$38.01
Change
+$0.16 (+0.42%)
Net Assets
2.29B

PKSCX Virtus KAR Small-Cap Core C Forecast, Technical & Fundamental Analysis

Category SmallBlend
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 C MF is 9.37B. The market cap for tickers in the group ranges from 4.19B to 21.43B. EME holds the highest valuation in this group at 21.43B. The lowest valued company is GOLF at 4.19B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Small-Cap Core C MF was 273%. For the same stocks of the MF, the average monthly volume growth was 357% and the average quarterly volume growth was 60%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 56
Price Growth Rating: 56
SMR Rating: 40
Profit Risk Rating: 18
Seasonality Score: 0 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PKSCX has been closely correlated with VSCIX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if PKSCX jumps, then VSCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PKSCX
1D Price
Change %
PKSCX100%
+0.42%
VSCIX - PKSCX
88%
Closely correlated
+1.09%
VSCPX - PKSCX
88%
Closely correlated
+1.09%
VSMAX - PKSCX
88%
Closely correlated
+1.09%
NAESX - PKSCX
88%
Closely correlated
+1.09%
FSSNX - PKSCX
85%
Closely correlated
+0.98%
More