MENU
+Compare
VECRX
Mutual Fund ticker: NASDAQ
AS OF
May 9 closing price
Price
$20.60
Change
-$0.05 (-0.24%)
Net Assets
116.74M

VECRX Virtus KAR Equity Income R6 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation and current income... Show more

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

Notable companies

The most notable companies in this group are ABBVIE (NYSE:ABBV), International Business Machines Corp (NYSE:IBM), Verizon Communications (NYSE:VZ), PNC Financial Services Group (NYSE:PNC).

Industry description

The investment seeks capital appreciation and current income. The fund invests in a diversified portfolio of primarily mature high-quality U.S. companies, or companies with significant economic ties to the U.S., with high dividend yields. Under normal circumstances, the fund invests at least 80% of its assets in dividend paying equity securities. Generally, the fund invests in approximately 25 to 50 securities at any given time.

Market Cap

The average market capitalization across the Virtus KAR Equity Income R6 MF is 92.46B. The market cap for tickers in the group ranges from 2.48B to 322.43B. ABBV holds the highest valuation in this group at 322.43B. The lowest valued company is BOH at 2.48B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Equity Income R6 MF was -44%. For the same stocks of the MF, the average monthly volume growth was -72% 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: 51
P/E Growth Rating: 41
Price Growth Rating: 45
SMR Rating: 43
Profit Risk Rating: 36
Seasonality Score: 19 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
OMFS38.640.13
+0.34%
Invesco Russell 2000® Dynamic Mltfct ETF
BSCQ19.50N/A
+0.03%
Invesco BulletShares 2026 Corp Bd ETF
XTOC28.78N/A
N/A
Innovator US Equity Acclrtd Pls ETF™ Oct
CLOZ26.45-0.01
-0.04%
Eldridge BBB-B CLO ETF
GLV5.44-0.01
-0.27%
Clough Global Dividend and Income Fund

VECRX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VECRX
1D Price
Change %
VECRX100%
-0.24%
DOXGX - VECRX
88%
Closely correlated
-0.05%
RMFEX - VECRX
86%
Closely correlated
-0.22%
RMEBX - VECRX
86%
Closely correlated
-0.22%
RMFCX - VECRX
86%
Closely correlated
-0.22%
FFMMX - VECRX
49%
Loosely correlated
-0.22%
More