Industry description
The investment seeks long-term capital appreciation.
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 growth 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 Growth I MF is 7.95B. The market cap for tickers in the group ranges from 5.45M to 29.35B. IBKR holds the highest valuation in this group at 29.35B. The lowest valued company is AUTO at 5.45M.
Volume
The average weekly volume growth across all stocks in the Virtus KAR Small-Cap Growth I MF was -20%. For the same stocks of the MF, the average monthly volume growth was 17% 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: 78
P/E Growth Rating: 48
Price Growth Rating: 65
SMR Rating: 64
Profit Risk Rating: 71
Seasonality Score: -40 (-100 ... +100)