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SVIIX
Mutual Fund ticker: NASDAQ
AS OF
Feb 29 closing price
Price
$10.88
Change
-$0.00 (-0.00%)
Net Assets
735.82M

SVIIX Virtus Ceredex Large-Cap Value Equity A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Johnson & Johnson (NYSE:JNJ), Home Depot (NYSE:HD), Chevron Corp (NYSE:CVX), Intel Corp (NASDAQ:INTC), Honeywell International (NASDAQ:HON), 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 A MF is 90.55B. The market cap for tickers in the group ranges from 13.52B to 388.73B. JNJ holds the highest valuation in this group at 388.73B. The lowest valued company is RVTY at 13.52B.

Volume

The average weekly volume growth across all stocks in the Virtus Ceredex Large-Cap Value Equity A MF was -51%. For the same stocks of the MF, the average monthly volume growth was -66% and the average quarterly volume growth was -51%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 47
Price Growth Rating: 50
SMR Rating: 46
Profit Risk Rating: 41
Seasonality Score: 23 (-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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SVIIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, SVIIX has been loosely correlated with FFFMX. These tickers have moved in lockstep 47% of the time. This A.I.-generated data suggests there is some statistical probability that if SVIIX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SVIIX
1D Price
Change %
SVIIX100%
N/A
FFFMX - SVIIX
47%
Loosely correlated
N/A
FFMMX - SVIIX
46%
Loosely correlated
N/A
DOXGX - SVIIX
42%
Loosely correlated
N/A
DODGX - SVIIX
41%
Loosely correlated
N/A
VIVAX - SVIIX
40%
Loosely correlated
N/A
More