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VSCRX
Mutual Fund ticker: NASDAQ
AS OF
Jan 17 closing price
Price
$58.50
Change
+$0.11 (+0.19%)
Net Assets
2.29B

VSCRX Virtus KAR Small-Cap Core R6 Forecast, Technical & Fundamental Analysis

Category SmallBlend
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation, with dividend income a secondary consideration. 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 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 Core R6 MF is 9.55B. The market cap for tickers in the group ranges from 4.19B to 23.3B. EME holds the highest valuation in this group at 23.3B. The lowest valued company is GOLF at 4.19B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Small-Cap Core R6 MF was 3%. For the same stocks of the MF, the average monthly volume growth was -38% and the average quarterly volume growth was 36%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 56
Price Growth Rating: 55
SMR Rating: 40
Profit Risk Rating: 18
Seasonality Score: -14 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com
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VSCRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VSCRX has been closely correlated with VSCIX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if VSCRX jumps, then VSCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VSCRX
1D Price
Change %
VSCRX100%
N/A
VSCIX - VSCRX
91%
Closely correlated
+0.40%
VSMAX - VSCRX
91%
Closely correlated
+0.40%
VSCPX - VSCRX
91%
Closely correlated
+0.41%
NAESX - VSCRX
91%
Closely correlated
+0.40%
FSSNX - VSCRX
89%
Closely correlated
+0.43%
More