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VLSRX Virtus KAR Long/Short Equity R6 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 R6 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 R6 MF was 46%. For the same stocks of the MF, the average monthly volume growth was 50% and the average quarterly volume growth was 58%

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: 44
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PEQKX34.410.08
+0.23%
Pioneer Equity Income K
AALRX30.65-0.17
-0.55%
American Beacon Large Cap Value R6
FSKAX162.66-2.15
-1.30%
Fidelity Total Market Index
LZUSX17.62-0.29
-1.62%
Lazard US Equity Focus Instl
STSRX15.94-0.37
-2.27%
American Beacon Stephens Sm Cp Gr R6

VLSRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VLSRX has been closely correlated with DHLSX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if VLSRX jumps, then DHLSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VLSRX
1D Price
Change %
VLSRX100%
-1.21%
DHLSX - VLSRX
77%
Closely correlated
-0.34%
REMIX - VLSRX
54%
Loosely correlated
-0.93%
NLSCX - VLSRX
52%
Loosely correlated
-0.62%
NLSAX - VLSRX
51%
Loosely correlated
-0.60%
NLSIX - VLSRX
49%
Loosely correlated
-0.59%
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