MENU

VVERX Virtus Ceredex Small-Cap Value Eq R6 Forecast, Technical & Fundamental Analysis

The investment seeks to provide capital appreciation, and current income is as a secondary consideration... Show more

Category: #Small Blend
Interact to see
Advertisement
A.I.Advisor
published Highlights

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 6.85B. The market cap for tickers in the group ranges from 1.25B to 10.8B. CPT holds the highest valuation in this group at 10.8B. The lowest valued company is PRGS at 1.25B.

Volume

The average weekly volume growth across all stocks in the Virtus Ceredex Small-Cap Value Eq R6 MF was 120%. For the same stocks of the MF, the average monthly volume growth was 89% and the average quarterly volume growth was -19%

Fundamental Analysis Ratings

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

Valuation Rating: 44
P/E Growth Rating: 46
Price Growth Rating: 51
SMR Rating: 69
Profit Risk Rating: 57
Seasonality Score: 13 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Details
Category
Small Blend
Address
Virtus Asset Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtus.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ALARX63.371.35
+2.18%
Alger Capital Appreciation Instl I
AMAJX12.250.20
+1.66%
American Century Small Cap Dividend R
VSRDX19.100.22
+1.17%
VALIC Company I U.S. Socially Rspnb
OIEQX27.570.06
+0.22%
JPMorgan Equity Income R4
FIJCX90.53-0.19
-0.21%
Fidelity Advisor Consumer Staples Z

VVERX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VVERX has been closely correlated with NAESX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if VVERX jumps, then NAESX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VVERX
1D Price
Change %
VVERX100%
+1.92%
NAESX - VVERX
92%
Closely correlated
+1.26%
VSCIX - VVERX
92%
Closely correlated
+1.27%
VSMAX - VVERX
92%
Closely correlated
+1.27%
VSCPX - VVERX
92%
Closely correlated
+1.27%
FSSNX - VVERX
89%
Closely correlated
+2.10%
More
Virtus Ceredex Small-Cap Value Eq R6 (VVERX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com