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PKSFX
Mutual Fund ticker: NASDAQ
AS OF
Mar 1 closing price
Price
$54.74
Change
-$0.15 (-0.27%)
Net Assets
2.07B

PKSFX Virtus KAR Small-Cap Core I Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
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 I MF is 9.3B. The market cap for tickers in the group ranges from 4.09B to 15.81B. MANH holds the highest valuation in this group at 15.81B. The lowest valued company is CRVL at 4.09B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Small-Cap Core I MF was 3%. For the same stocks of the MF, the average monthly volume growth was -56% and the average quarterly volume growth was 5%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 46
Price Growth Rating: 47
SMR Rating: 44
Profit Risk Rating: 25
Seasonality Score: 3 (-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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PKSFX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PKSFX has been closely correlated with FSMAX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if PKSFX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PKSFX
1D Price
Change %
PKSFX100%
+0.11%
FSMAX - PKSFX
84%
Closely correlated
+0.82%
RPTIX - PKSFX
27%
Poorly correlated
+0.81%
TRQZX - PKSFX
27%
Poorly correlated
+0.81%
RPMGX - PKSFX
27%
Poorly correlated
+0.81%
PAMCX - PKSFX
27%
Poorly correlated
+0.81%
More