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VECRX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
121.54M

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

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are ABBVIE (NYSE:ABBV), Verizon Communications (NYSE:VZ), International Business Machines Corp (NYSE:IBM), Southern Company (The) (NYSE:SO).

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 64.8B. The market cap for tickers in the group ranges from 5.65B to 245.57B. ABBV holds the highest valuation in this group at 245.57B. The lowest valued company is MSM at 5.65B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Equity Income R6 MF was -4%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -15%

Fundamental Analysis Ratings

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

Valuation Rating: 47
P/E Growth Rating: 47
Price Growth Rating: 47
SMR Rating: 46
Profit Risk Rating: 50
Seasonality Score: 16 (-100 ... +100)
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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
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VECRX and

Correlation & Price change

A.I.dvisor indicates that over the last year, VECRX has been closely correlated with FFMMX. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if VECRX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VECRX
1D Price
Change %
VECRX100%
N/A
FFMMX - VECRX
74%
Closely correlated
+0.04%
FFFMX - VECRX
74%
Closely correlated
+0.04%
VVIAX - VECRX
58%
Loosely correlated
-0.05%
VIVIX - VECRX
58%
Loosely correlated
-0.05%
VIVAX - VECRX
56%
Loosely correlated
-0.05%
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