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PLXGX Virtus KAR Capital Growth I Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

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 693.4B. The market cap for tickers in the group ranges from 31.06B to 2.76T. NVDA holds the highest valuation in this group at 2.76T. 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 27%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was 12%

Fundamental Analysis Ratings

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

Valuation Rating: 83
P/E Growth Rating: 64
Price Growth Rating: 46
SMR Rating: 29
Profit Risk Rating: 33
Seasonality Score: 11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com
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PLXGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PLXGX has been closely correlated with RGACX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if PLXGX jumps, then RGACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PLXGX
1D Price
Change %
PLXGX100%
N/A
RGACX - PLXGX
85%
Closely correlated
-0.60%
RGAGX - PLXGX
83%
Closely correlated
-0.59%
GFAFX - PLXGX
54%
Loosely correlated
-0.60%
GFACX - PLXGX
54%
Loosely correlated
-0.61%
GAFFX - PLXGX
34%
Loosely correlated
-0.59%
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