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SMVFX Virtus Ceredex Mid-Cap Value Equity C Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Target Corp (NYSE:TGT), Marvell Technology (NASDAQ:MRVL), Capital One Financial (NYSE:COF), Humana (NYSE:HUM), Microchip Technology (NASDAQ:MCHP), Chesapeake Energy Corp (NASDAQ:CHK).

Industry description

The investment seeks to provide capital appreciation; current income is a secondary objective. Under normal circumstances, the fund invests at least 80% of its net assets in U.S.-traded equity securities of mid-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts ("ADRs"). The subadviser considers mid-capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations generally within the range of companies included in the Russell Midcap® Index.

Market Cap

The average market capitalization across the Virtus Ceredex Mid-Cap Value Equity C MF is 36.69B. The market cap for tickers in the group ranges from 11.74B to 69.69B. TGT holds the highest valuation in this group at 69.69B. The lowest valued company is CHK at 11.74B.

Volume

The average weekly volume growth across all stocks in the Virtus Ceredex Mid-Cap Value Equity C MF was -5%. For the same stocks of the MF, the average monthly volume growth was -26% 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: 47
P/E Growth Rating: 28
Price Growth Rating: 50
SMR Rating: 57
Profit Risk Rating: 46
Seasonality Score: -18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Virtus Asset Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtus.com
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SMVFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SMVFX has been closely correlated with JVMTX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if SMVFX jumps, then JVMTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMVFX
1D Price
Change %
SMVFX100%
-0.68%
JVMTX - SMVFX
94%
Closely correlated
-0.71%
VMVAX - SMVFX
92%
Closely correlated
-0.62%
VMVIX - SMVFX
92%
Closely correlated
-0.63%
JVMRX - SMVFX
71%
Closely correlated
-0.70%
JVMAX - SMVFX
43%
Loosely correlated
-0.67%
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