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VQSRX Virtus KAR Small-Cap Value R6 Forecast, Technical & Fundamental Analysis

Category SmallGrowth
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 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 6.22B. 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 32%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was 50%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 65
P/E Growth Rating: 34
Price Growth Rating: 46
SMR Rating: 67
Profit Risk Rating: 37
Seasonality Score: 18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com
Interesting Tickers
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VQSRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VQSRX has been closely correlated with WCMLX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if VQSRX jumps, then WCMLX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VQSRX
1D Price
Change %
VQSRX100%
N/A
WCMLX - VQSRX
80%
Closely correlated
+0.47%
WCMNX - VQSRX
79%
Closely correlated
+0.55%
VEXRX - VQSRX
25%
Poorly correlated
+0.57%
VEXPX - VQSRX
25%
Poorly correlated
+0.56%
VISGX - VQSRX
23%
Poorly correlated
+0.76%
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