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SAGAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$57.65
Change
-$0.05 (-0.09%)
Net Assets
584.05M

SAGAX Virtus Zevenbergen Innovative Gr Stk A 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), Tesla (NASDAQ:TSLA), Advanced Micro Devices (NASDAQ:AMD), Uber Technologies (NYSE:UBER), Shopify (NYSE:SHOP), Trade Desk (The) (NASDAQ:TTD).

Industry description

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of U.S. companies and other U.S.-traded equity securities. The Adviser considers U.S.-traded equity securities to include ADRs, as well as securities that are traded in the U.S. that have been issued by companies established, domiciled or operating in foreign countries. It may invest in companies of any size and may invest a portion of its assets in U.S. or non-U.S. issued securities of foreign companies.

Market Cap

The average market capitalization across the Virtus Zevenbergen Innovative Gr Stk A MF is 688.27B. The market cap for tickers in the group ranges from 42.74B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is TTD at 42.74B.

Volume

The average weekly volume growth across all stocks in the Virtus Zevenbergen Innovative Gr Stk A MF was 32%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

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

Valuation Rating: 86
P/E Growth Rating: 75
Price Growth Rating: 34
SMR Rating: 49
Profit Risk Rating: 29
Seasonality Score: -8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Virtus Asset Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtus.com
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SAGAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SAGAX has been closely correlated with GAFFX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if SAGAX jumps, then GAFFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SAGAX
1D Price
Change %
SAGAX100%
N/A
GAFFX - SAGAX
84%
Closely correlated
-0.49%
FAFGX - SAGAX
84%
Closely correlated
-0.49%
FFAFX - SAGAX
84%
Closely correlated
-0.49%
RGAHX - SAGAX
84%
Closely correlated
-0.49%
RGEBX - SAGAX
84%
Closely correlated
-0.48%
More