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STCEX Virtus Ceredex Small-Cap Value Eq C Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks to provide capital appreciation, and current income is as a secondary consideration. Under normal circumstances, the fund invests at least 80% of its net assets in U.S.-traded equity securities of small-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts ("ADRs"). The subadviser considers small-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 2000® Index on a rolling three-year basis.

Market Cap

The average market capitalization across the Virtus Ceredex Small-Cap Value Eq C MF is 6.36B. The market cap for tickers in the group ranges from 2.3B to 10.51B. CPT holds the highest valuation in this group at 10.51B. The lowest valued company is PRGS at 2.3B.

Volume

The average weekly volume growth across all stocks in the Virtus Ceredex Small-Cap Value Eq C MF was 32%. For the same stocks of the MF, the average monthly volume growth was 39% and the average quarterly volume growth was 72%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 52
Price Growth Rating: 48
SMR Rating: 61
Profit Risk Rating: 39
Seasonality Score: 32 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Virtus Asset Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtus.com
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STCEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, STCEX has been closely correlated with VSCPX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if STCEX jumps, then VSCPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STCEX
1D Price
Change %
STCEX100%
-0.65%
VSCPX - STCEX
82%
Closely correlated
-1.07%
VSMAX - STCEX
82%
Closely correlated
-1.06%
VSCIX - STCEX
82%
Closely correlated
-1.07%
FSSNX - STCEX
80%
Closely correlated
-1.40%
FTHFX - STCEX
80%
Closely correlated
-0.98%
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