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SMVZX
Mutual Fund ticker: NASDAQ
AS OF
Apr 3 closing price
Price
$10.86
Change
-$0.83 (-7.10%)
Net Assets
1.53B

SMVZX Virtus Ceredex Mid-Cap Value Equity R6 Forecast, Technical & Fundamental Analysis

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

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

Notable companies

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

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 32.95B. The market cap for tickers in the group ranges from 12.76B to 56.64B. COF holds the highest valuation in this group at 56.64B. The lowest valued company is RVTY at 12.76B.

Volume

The average weekly volume growth across all stocks in the Virtus Ceredex Mid-Cap Value Equity R6 MF was 185%. For the same stocks of the MF, the average monthly volume growth was 48% and the average quarterly volume growth was 234%

Fundamental Analysis Ratings

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

Valuation Rating: 42
P/E Growth Rating: 36
Price Growth Rating: 59
SMR Rating: 60
Profit Risk Rating: 66
Seasonality Score: 33 (-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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SMVZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SMVZX 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 SMVZX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMVZX
1D Price
Change %
SMVZX100%
N/A
MVCAX - SMVZX
94%
Closely correlated
N/A
VEVYX - SMVZX
85%
Closely correlated
N/A
JVMRX - SMVZX
73%
Closely correlated
N/A
JVMTX - SMVZX
42%
Loosely correlated
N/A
JVMSX - SMVZX
39%
Loosely correlated
N/A
More