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VIKSX Virtus KAR Small-Mid Cap Growth I Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks an investment objective of long-term capital appreciation. The fund pursues long-term capital appreciation in the small and medium market capitalization sectors while seeking to incur less risk than the small- and mid-cap growth markets. It invests in a select group of small and mid capitalization companies believed by the subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small- and mid-market capitalization companies.

Market Cap

The average market capitalization across the Virtus KAR Small-Mid Cap Growth I MF is 15.26B. The market cap for tickers in the group ranges from 4.27B to 31.06B. FICO holds the highest valuation in this group at 31.06B. The lowest valued company is NCNO at 4.27B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Small-Mid Cap Growth I MF was -8%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was 35%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 64
Price Growth Rating: 41
SMR Rating: 46
Profit Risk Rating: 56
Seasonality Score: 27 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com
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VIKSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VIKSX has been closely correlated with PMAQX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if VIKSX jumps, then PMAQX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VIKSX
1D Price
Change %
VIKSX100%
-1.52%
PMAQX - VIKSX
87%
Closely correlated
-1.40%
PEMGX - VIKSX
87%
Closely correlated
-1.40%
TRQZX - VIKSX
80%
Closely correlated
-1.93%
JDMAX - VIKSX
75%
Closely correlated
-1.23%
JDMRX - VIKSX
73%
Closely correlated
-1.23%
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