Industry description
The investment seeks long-term capital appreciation.
The fund pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. It 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. The fund invests in U.S. and non-U.S. companies. Under normal circumstances, it invests at least 80% of net assets in common stocks of global small-capitalization companies.
Market Cap
The average market capitalization across the Virtus KAR Global Small-Cap A MF is 6.98B. The market cap for tickers in the group ranges from 5.45M to 8.78B. PRI holds the highest valuation in this group at 8.78B. The lowest valued company is AUTO at 5.45M.
Volume
The average weekly volume growth across all stocks in the Virtus KAR Global Small-Cap A MF was 3%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was -4%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 79
P/E Growth Rating: 45
Price Growth Rating: 53
SMR Rating: 67
Profit Risk Rating: 37
Seasonality Score: 10 (-100 ... +100)