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VIESX Virtus KAR Emerging Markets Small-Cap I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity or equity-linked securities of small capitalization companies located in emerging markets countries. The fund's subadviser considers small-capitalization companies to be those companies that, at the time of initial purchase, have market capitalizations of less than $8 billion. Emerging markets countries generally include every nation in the world except the U.S., Canada, Japan, Australia, New Zealand and most nations located in Western Europe.

Market Cap

The average market capitalization across the Virtus KAR Emerging Markets Small-Cap I MF is 3.93B. The market cap for tickers in the group ranges from 301.74M to 3.43B. ALE holds the highest valuation in this group at 3.43B. The lowest valued company is GPP at 301.74M.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Emerging Markets Small-Cap I MF was -14%. For the same stocks of the MF, the average monthly volume growth was -29% and the average quarterly volume growth was 49%

Fundamental Analysis Ratings

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

Valuation Rating: 46
P/E Growth Rating: 95
Price Growth Rating: 54
SMR Rating: 87
Profit Risk Rating: 100
Seasonality Score: -50 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category DiversifiedEmergingMkts

Profile
Fundamentals
Details
Category
Diversified Emerging Mkts
Address
101 Munson StreetGreenfield MA 01301Greenfield
Phone
N/A
Web
www.virtus.com
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VIESX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VIESX
1D Price
Change %
VIESX100%
-0.50%
FWWNX - VIESX
74%
Closely correlated
-0.31%
RNWFX - VIESX
57%
Loosely correlated
-0.32%
VEMRX - VIESX
35%
Loosely correlated
-0.47%
VEIEX - VIESX
35%
Loosely correlated
-0.46%
VEMAX - VIESX
35%
Loosely correlated
-0.48%
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