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VRSGX Virtus KAR Small-Cap Growth 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 capitalization market while seeking to incur less risk than the small capitalization growth market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Market Cap

The average market capitalization across the Virtus KAR Small-Cap Growth R6 MF is 6.39B. The market cap for tickers in the group ranges from 5.45M to 13.18B. MORN holds the highest valuation in this group at 13.18B. The lowest valued company is AUTO at 5.45M.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Small-Cap Growth R6 MF was 10%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

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

Valuation Rating: 85
P/E Growth Rating: 39
Price Growth Rating: 48
SMR Rating: 62
Profit Risk Rating: 57
Seasonality Score: 40 (-100 ... +100)
View a ticker or compare two or three
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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
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VRSGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VRSGX has been closely correlated with NRGEX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if VRSGX jumps, then NRGEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VRSGX
1D Price
Change %
VRSGX100%
N/A
NRGEX - VRSGX
87%
Closely correlated
N/A
WCMNX - VRSGX
73%
Closely correlated
-0.15%
WCMLX - VRSGX
73%
Closely correlated
-0.15%
VSGAX - VRSGX
29%
Poorly correlated
+0.76%
VISGX - VRSGX
29%
Poorly correlated
+0.76%
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