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VMACX Virtus KAR Mid-Cap Core A Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It pursues long-term capital appreciation in the medium capitalization sector while seeking to provide the risk characteristics of the less volatile large capitalization S&P 500​® Index. The fund invests in a select group of medium 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 Mid-Cap Core A MF is 23.82B. The market cap for tickers in the group ranges from 3.36B to 48.83B. ROST holds the highest valuation in this group at 48.83B. The lowest valued company is AZTA at 3.36B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Mid-Cap Core A MF was 133%. For the same stocks of the MF, the average monthly volume growth was 152% and the average quarterly volume growth was 249%

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: 50
Price Growth Rating: 50
SMR Rating: 45
Profit Risk Rating: 42
Seasonality Score: 28 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, VMACX has been closely correlated with FSMAX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if VMACX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VMACX
1D Price
Change %
VMACX100%
N/A
FSMAX - VMACX
89%
Closely correlated
+1.07%
RPTIX - VMACX
32%
Poorly correlated
+0.53%
PAMCX - VMACX
32%
Poorly correlated
+0.53%
RPMGX - VMACX
32%
Poorly correlated
+0.53%
RRMGX - VMACX
32%
Poorly correlated
+0.53%
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