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VTAIX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

VTAIX price forecast, quote, news & analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Uber Technologies (NYSE:UBER), ZOETIS (NYSE:ZTS), Marriott International (NASDAQ:MAR), Workday (NASDAQ:WDAY).

Industry description

The investment seeks capital appreciation and income. The fund invests in U.S. equity, non-U.S. equity and fixed income securities using a tactical allocation approach. Generally, the following percentages apply: 25% to 60% invested in U.S. equity securities, 5% to 30% invested in non-U.S. equity securities and 35% to 60% invested in fixed income securities. The equity allocation is invested in common, preferred, and ADR securities. The fixed income allocation may be invested in all sectors of fixed income securities, including high-yield, bank loans, mortgage-backed and asset-backed, government, corporate, and municipal debt obligations.

Market Cap

The average market capitalization across the Virtus Tactical Allocation I MF is 788.41B. The market cap for tickers in the group ranges from 31.06B to 3.39T. NVDA holds the highest valuation in this group at 3.39T. The lowest valued company is FICO at 31.06B.

Volume

The average weekly volume growth across all stocks in the Virtus Tactical Allocation I MF was -37%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was -70%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 67
Price Growth Rating: 32
SMR Rating: 24
Profit Risk Rating: 23
Seasonality Score: 5 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com