Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Uber Technologies (NYSE:UBER), ZOETIS (NYSE:ZTS), Marriott International (NASDAQ:MAR), Workday (NASDAQ:WDAY).
Industry description
The investment seeks long-term capital growth.
Under normal circumstances, the fund invests at least 65% of its assets in equity securities of large market capitalization companies. The fund invests in a select group of large market capitalization growth companies believed to be undervalued relative to their future growth potential. The investment strategy emphasizes companies the subadviser believes to have a sustainable competitive advantage, strong management and low financial risk, and to be able to grow over market cycles. 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 Capital Growth I MF is 792.3B. The market cap for tickers in the group ranges from 31.06B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is FICO at 31.06B.
Volume
The average weekly volume growth across all stocks in the Virtus KAR Capital Growth I MF was 53%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was -9%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 81
P/E Growth Rating: 66
Price Growth Rating: 29
SMR Rating: 24
Profit Risk Rating: 23
Seasonality Score: 43 (-100 ... +100)