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SMVZX
Mutual Fund ticker: NASDAQ
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SMVZX price forecast, quote, news & analysis

Category: @Mid-Cap Value
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Marvell Technology (NASDAQ:MRVL), Target Corp (NYSE:TGT), 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 R6 MF is 40.38B. The market cap for tickers in the group ranges from 11.74B to 76.08B. MRVL holds the highest valuation in this group at 76.08B. 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 R6 MF was 11%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was 52%

Fundamental Analysis Ratings

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

Valuation Rating: 48
P/E Growth Rating: 38
Price Growth Rating: 45
SMR Rating: 52
Profit Risk Rating: 53
Seasonality Score: 28 (-100 ... +100)
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General Information

Category MidCapValue

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