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STVTX
Mutual Fund ticker: NASDAQ
AS OF
Oct 16 closing price
Price
$10.53
Change
-$0.12 (-1.13%)
Net Assets
416.88M

STVTX Virtus Ceredex Large-Cap Value Equity I Forecast, Technical & Fundamental Analysis

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

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Johnson & Johnson (NYSE:JNJ), Chevron Corp (NYSE:CVX), Intel Corp (NASDAQ:INTC), Honeywell International (NASDAQ:HON), US Bancorp (NYSE:USB), EOG Resources (NYSE:EOG), Humana (NYSE:HUM).

Industry description

The investment seeks to provide a high level of 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 large-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts ("ADRs"). The subadviser considers large-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 1000® Value Index.

Market Cap

The average market capitalization across the Virtus Ceredex Large-Cap Value Equity I MF is 142.39B. The market cap for tickers in the group ranges from 10.91B to 462.69B. JNJ holds the highest valuation in this group at 462.69B. The lowest valued company is RVTY at 10.91B.

Volume

The average weekly volume growth across all stocks in the Virtus Ceredex Large-Cap Value Equity I MF was 10%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 0%

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: 59
Price Growth Rating: 45
SMR Rating: 100
Profit Risk Rating: 56
Seasonality Score: 33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Virtus Asset Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtus.com
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STVTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, STVTX has been closely correlated with RMFEX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if STVTX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STVTX
1D Price
Change %
STVTX100%
N/A
RMFEX - STVTX
88%
Closely correlated
-0.66%
RMFCX - STVTX
88%
Closely correlated
-0.66%
RMEBX - STVTX
88%
Closely correlated
-0.66%
DOXGX - STVTX
87%
Closely correlated
-0.69%
VIVAX - STVTX
74%
Closely correlated
N/A
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