VTARX Virtus Tactical Allocation R6 Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V).

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 directly or indirectly in all sectors of fixed income investments.

The average market capitalization across the Virtus Tactical Allocation R6 MF is 1.35T. The market cap for tickers in the group ranges from 193.59B to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is APH at 193.59B.

The average weekly volume growth across all stocks in the Virtus Tactical Allocation R6 MF was 23%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -65%