Industry description
The investment seeks an investment objective of long-term capital appreciation.
The fund pursues long-term capital appreciation in the small and medium market capitalization sectors while seeking to incur less risk than the small- and mid-cap growth markets. It invests in a select group of small and mid capitalization companies believed by the subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small- and mid-market capitalization companies.
Market Cap
The average market capitalization across the Virtus KAR Small-Mid Cap Growth A MF is 15.26B. The market cap for tickers in the group ranges from 4.27B to 31.06B. FICO holds the highest valuation in this group at 31.06B. The lowest valued company is NCNO at 4.27B.
Volume
The average weekly volume growth across all stocks in the Virtus KAR Small-Mid Cap Growth A MF was -31%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -36%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 62
Price Growth Rating: 44
SMR Rating: 46
Profit Risk Rating: 56
Seasonality Score: -4 (-100 ... +100)