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VKSDX Virtus KAR Small-Mid Cap Value A Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

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 14.85B. The market cap for tickers in the group ranges from 6.79B to 26.63B. BR holds the highest valuation in this group at 26.63B. 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 86%. For the same stocks of the MF, the average monthly volume growth was 103% and the average quarterly volume growth was 88%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 53
Price Growth Rating: 44
SMR Rating: 52
Profit Risk Rating: 30
Seasonality Score: 11 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, VKSDX has been loosely correlated with FSMDX. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if VKSDX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VKSDX
1D Price
Change %
VKSDX100%
-0.73%
FSMDX - VKSDX
58%
Loosely correlated
-0.67%
VSEMX - VKSDX
44%
Loosely correlated
-1.29%
FSMAX - VKSDX
40%
Loosely correlated
-1.29%
VEXAX - VKSDX
39%
Loosely correlated
-1.29%
VEMPX - VKSDX
39%
Loosely correlated
-1.29%
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