Industry description
The investment seeks long-term growth of capital and income.
The fund normally invests at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies with smaller market capitalizations. The manager currently considers smaller market capitalization companies to be companies with market capitalizations of between $100 million and the greater of $4 billion or the capitalization of the largest company in the Russell 2000 Index. The fund normally invests significantly in securities of companies that the portfolio managers expect will generate income (for example, by paying dividends).
Market Cap
The average market capitalization across the Virtus NFJ Small-Cap Value Inst MF is 5.62B. The market cap for tickers in the group ranges from 1.68B to 10.86B. REXR holds the highest valuation in this group at 10.86B. The lowest valued company is ADUS at 1.68B.
Volume
The average weekly volume growth across all stocks in the Virtus NFJ Small-Cap Value Inst MF was 10%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was 55%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 75
P/E Growth Rating: 48
Price Growth Rating: 53
SMR Rating: 58
Profit Risk Rating: 72
Seasonality Score: 50 (-100 ... +100)