Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small market capitalization sector while seeking to incur less risk than the small capitalization value market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to be undervalued relative to their future growth potential.
Market Cap
The average market capitalization across the Virtus KAR Small-Cap Value R6 MF is 6.45B. The market cap for tickers in the group ranges from 2.08B to 17.05B. WSO holds the highest valuation in this group at 17.05B. The lowest valued company is HLMN at 2.08B.
Volume
The average weekly volume growth across all stocks in the Virtus KAR Small-Cap Value R6 MF was 27%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 19%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 48
Price Growth Rating: 52
SMR Rating: 65
Profit Risk Rating: 39
Seasonality Score: 3 (-100 ... +100)