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VLSAX Virtus KAR Long/Short Equity A Forecast, Technical & Fundamental Analysis

Category LongShort
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Home Depot (NYSE:HD).

Industry description

The investment seeks long-term capital appreciation. Normally, the fund invests at least 80% of its assets in equity securities and equity-related instruments, in long and short positions of U.S.-listed equity securities of any capitalization. Its investments may include securities of U.S. and foreign issuers, including securities of issuers in emerging market countries and securities denominated in a currency other than the U.S. dollar. The fund may invest in derivative instruments, such as options or futures, as an alternative method to take a short position consistent with the fund's investment strategy described herein. It is non-diversified.

Market Cap

The average market capitalization across the Virtus KAR Long/Short Equity A MF is 297.48B. The market cap for tickers in the group ranges from 3.67B to 1.94T. GOOG holds the highest valuation in this group at 1.94T. The lowest valued company is CWAN at 3.67B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Long/Short Equity A MF was 39%. For the same stocks of the MF, the average monthly volume growth was 75% and the average quarterly volume growth was 122%

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: 66
Price Growth Rating: 41
SMR Rating: 50
Profit Risk Rating: 53
Seasonality Score: 26 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Long-Short Equity
Address
Virtus Alternative Solutions Trust101 Munson StreetGreenfield
Phone
N/A
Web
N/A
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VLSAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VLSAX has been loosely correlated with DHLSX. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if VLSAX jumps, then DHLSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VLSAX
1D Price
Change %
VLSAX100%
N/A
DHLSX - VLSAX
59%
Loosely correlated
N/A
REMIX - VLSAX
54%
Loosely correlated
+0.40%
NLSCX - VLSAX
53%
Loosely correlated
N/A
NLSAX - VLSAX
51%
Loosely correlated
N/A
NLSIX - VLSAX
49%
Loosely correlated
N/A
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