Industry description
The investment seeks to provide capital appreciation, and current income is as a secondary consideration.
Under normal circumstances, the fund invests at least 80% of its net assets in U.S.-traded equity securities of small-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts ("ADRs"). The subadviser considers small-capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations generally within the range of companies included in the Russell 2000® Index on a rolling three-year basis.
Market Cap
The average market capitalization across the Virtus Ceredex Small-Cap Value Eq R6 MF is 6.4B. The market cap for tickers in the group ranges from 2.3B to 10.51B. CPT holds the highest valuation in this group at 10.51B. The lowest valued company is PRGS at 2.3B.
Volume
The average weekly volume growth across all stocks in the Virtus Ceredex Small-Cap Value Eq R6 MF was -40%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was 23%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 61
P/E Growth Rating: 51
Price Growth Rating: 46
SMR Rating: 62
Profit Risk Rating: 38
Seasonality Score: 35 (-100 ... +100)