Industry description
The investment seeks long-term capital appreciation.
The Advisor 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 value markets. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and American Depositary Receipts (“ADRs”), European Depositary Receipts (“EDRs”) and Global Depositary Receipts (“GDRs”). Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small and medium market capitalization companies.
Market Cap
The average market capitalization across the Virtus KAR Small-Mid Cap Value A MF is 14.6B. The market cap for tickers in the group ranges from 6.79B to 24.34B. BR holds the highest valuation in this group at 24.34B. The lowest valued company is LSTR at 6.79B.
Volume
The average weekly volume growth across all stocks in the Virtus KAR Small-Mid Cap Value A MF was 11%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was 10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 71
P/E Growth Rating: 48
Price Growth Rating: 45
SMR Rating: 53
Profit Risk Rating: 28
Seasonality Score: -30 (-100 ... +100)