Industry description
The investment seeks long-term capital appreciation, with dividend income a secondary consideration.
Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small and medium market capitalization companies. It 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 markets. The fund invests in a select group of small and mid-market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.
Market Cap
The average market capitalization across the Virtus KAR Small-Mid Cap Core I MF is 18.38B. The market cap for tickers in the group ranges from 6.2B to 33.23B. EFX holds the highest valuation in this group at 33.23B. The lowest valued company is THO at 6.2B.
Volume
The average weekly volume growth across all stocks in the Virtus KAR Small-Mid Cap Core I MF was 32%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -3%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 58
Price Growth Rating: 52
SMR Rating: 51
Profit Risk Rating: 48
Seasonality Score: 10 (-100 ... +100)