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VKSGX
Mutual Fund ticker: NASDAQ
AS OF
Apr 9 closing price
Price
$9.66
Change
+$0.66 (+7.33%)
Net Assets
5.3M

VKSGX Virtus KAR Small-Mid Cap Value R6 Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Blend
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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 R6 MF is 14.89B. The market cap for tickers in the group ranges from 6.79B to 27.18B. BR holds the highest valuation in this group at 27.18B. 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 R6 MF was 137%. For the same stocks of the MF, the average monthly volume growth was 52% and the average quarterly volume growth was 268%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 56
Price Growth Rating: 62
SMR Rating: 52
Profit Risk Rating: 34
Seasonality Score: -5 (-100 ... +100)
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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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VKSGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VKSGX has been loosely correlated with FSMDX. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if VKSGX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VKSGX
1D Price
Change %
VKSGX100%
N/A
FSMDX - VKSGX
64%
Loosely correlated
N/A
VSEMX - VKSGX
42%
Loosely correlated
N/A
FSMAX - VKSGX
38%
Loosely correlated
N/A
VEXMX - VKSGX
38%
Loosely correlated
N/A
VMCIX - VKSGX
38%
Loosely correlated
N/A
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