MENU
+Compare
VCGRX
Mutual Fund ticker: NASDAQ
AS OF
Apr 24 closing price
Price
$21.00
Change
+$0.64 (+3.14%)
Net Assets
584.82M

VCGRX Virtus KAR Capital Growth R6 Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth... Show more

Category: #Large Growth
Ad is loading...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Uber Technologies (NYSE:UBER), ZOETIS (NYSE:ZTS), Marriott International (NASDAQ:MAR), Workday (NASDAQ:WDAY).

Industry description

The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 65% of its assets in equity securities of large market capitalization companies. The fund invests in a select group of large market capitalization growth companies believed to be undervalued relative to their future growth potential. The investment strategy emphasizes companies the subadviser believes to have a sustainable competitive advantage, strong management and low financial risk, and to be able to grow over market cycles. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.

Market Cap

The average market capitalization across the Virtus KAR Capital Growth R6 MF is 664.05B. The market cap for tickers in the group ranges from 31.06B to 2.6T. NVDA holds the highest valuation in this group at 2.6T. The lowest valued company is FICO at 31.06B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Capital Growth R6 MF was -24%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was 41%

Fundamental Analysis Ratings

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

Valuation Rating: 79
P/E Growth Rating: 55
Price Growth Rating: 58
SMR Rating: 26
Profit Risk Rating: 29
Seasonality Score: -7 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MGRQX38.91N/A
N/A
MFS International Growth R2
FMCCX41.27N/A
N/A
Fidelity Advisor Stock Selec Mid Cp I
SUSIX11.05N/A
N/A
State Street Instl US Equity Inv
BISRX21.17N/A
N/A
Brandes International Small Cap EquityR6
JGQIX16.33N/A
N/A
Jensen Global Quality Growth I

VCGRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VCGRX has been closely correlated with FFAFX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if VCGRX jumps, then FFAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VCGRX
1D Price
Change %
VCGRX100%
N/A
FFAFX - VCGRX
97%
Closely correlated
N/A
FAFGX - VCGRX
97%
Closely correlated
N/A
VIGIX - VCGRX
85%
Closely correlated
N/A
VIGRX - VCGRX
85%
Closely correlated
N/A
VIGAX - VCGRX
85%
Closely correlated
N/A
More