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VGQRX Virtus KAR Global Quality Dividend R6 Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

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

Industry description

The investment seeks total return, consisting of both capital appreciation and current income. The fund invests in a globally diversified portfolio of primarily high-quality, mature companies with high dividend yields. It invests in dividend paying equity securities of companies that are tied economically to a number of countries throughout the world, including Depositary Receipts. The fund typically invests in the securities of medium to large capitalization companies, but it is not limited to investing in the securities of companies of any particular size. It invests at least 80% of its assets in dividend paying equity securities.

Market Cap

The average market capitalization across the Virtus KAR Global Quality Dividend R6 MF is 103.41B. The market cap for tickers in the group ranges from 5.46B to 322.43B. ABBV holds the highest valuation in this group at 322.43B. The lowest valued company is MSM at 5.46B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Global Quality Dividend R6 MF was 47%. For the same stocks of the MF, the average monthly volume growth was 201% and the average quarterly volume growth was 208%

Fundamental Analysis Ratings

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

Valuation Rating: 48
P/E Growth Rating: 41
Price Growth Rating: 59
SMR Rating: 53
Profit Risk Rating: 39
Seasonality Score: 35 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock 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
MFs / NAMEPrice $Chg $Chg %
NAWGX47.380.44
+0.94%
Voya Global High Dividend Low Vol A
AVUYX8.800.07
+0.80%
American Century Value Y
PACOX58.960.31
+0.53%
T. Rowe Price U.S. Equity Research Adv
CGVVX15.230.03
+0.20%
Causeway Global Value Inv
UMEMX13.34-0.04
-0.30%
Columbia Emerging Markets Inst

VGQRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VGQRX has been closely correlated with DGEFX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if VGQRX jumps, then DGEFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VGQRX
1D Price
Change %
VGQRX100%
N/A
DGEFX - VGQRX
93%
Closely correlated
-0.08%
DOXWX - VGQRX
81%
Closely correlated
N/A
BIBDX - VGQRX
81%
Closely correlated
N/A
TRZRX - VGQRX
76%
Closely correlated
+0.07%
PRGEX - VGQRX
70%
Closely correlated
N/A
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