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SMVTX Virtus Ceredex Mid-Cap Value Equity I Forecast, Technical & Fundamental Analysis

The investment seeks to provide capital appreciation; current income is a secondary objective... Show more

Category: #Mid-Cap Blend
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A.I.Advisor
published Highlights

Notable companies

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

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 I MF is 65.36B. The market cap for tickers in the group ranges from 11.12B to 244.68B. MRVL holds the highest valuation in this group at 244.68B. The lowest valued company is RVTY at 11.12B.

Volume

The average weekly volume growth across all stocks in the Virtus Ceredex Mid-Cap Value Equity I MF was -49%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was 37%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 23
Price Growth Rating: 38
SMR Rating: 62
Profit Risk Rating: 68
Seasonality Score: 38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMVTX
1D Price
Change %
SMVTX100%
+1.09%
MVCAX - SMVTX
94%
Closely correlated
+1.06%
VMVIX - SMVTX
86%
Closely correlated
+1.08%
VEVYX - SMVTX
85%
Closely correlated
+0.95%
JVMSX - SMVTX
76%
Closely correlated
+0.87%
JVMTX - SMVTX
75%
Closely correlated
+0.87%
More
Virtus Ceredex Mid-Cap Value Equity I (SMVTX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com