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.
The average market capitalization across the Virtus KAR Small-Cap Value R6 MF is 5.87B. The market cap for tickers in the group ranges from 1.88B to 15.38B. WSO holds the highest valuation in this group at 15.38B. The lowest valued company is HLMN at 1.88B.
The average weekly volume growth across all stocks in the Virtus KAR Small-Cap Value R6 MF was -7%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was -14%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 45
Price Growth Rating: 47
SMR Rating: 56
Profit Risk Rating: 45
Seasonality Score: -50 (-100 ... +100)