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RGSAX Virtus KAR Global Small-Cap A Forecast, Technical & Fundamental Analysis

Category WorldStock
A.I.Advisor
published Highlights

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 -24%. For the same stocks of the MF, the average monthly volume growth was -20% 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: 67
P/E Growth Rating: 70
Price Growth Rating: 51
SMR Rating: 64
Profit Risk Rating: 39
Seasonality Score: 0 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
Allianz Funds1633 BROADWAYNew York
Phone
+1 8004985413
Web
us.allianzgi.com
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RGSAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RGSAX has been closely correlated with FSWFX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if RGSAX jumps, then FSWFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RGSAX
1D Price
Change %
RGSAX100%
-0.35%
FSWFX - RGSAX
86%
Closely correlated
-1.21%
RSLDX - RGSAX
86%
Closely correlated
-1.22%
FSFWX - RGSAX
86%
Closely correlated
-1.21%
RSEBX - RGSAX
86%
Closely correlated
-1.21%
SFCWX - RGSAX
86%
Closely correlated
-1.22%
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