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ANPRX
Mutual Fund ticker: NASDAQ
AS OF
Sep 4 closing price
Price
$30.14
Change
+$0.36 (+1.21%)
Net Assets
577.81M

ANPRX Virtus NFJ Mid-Cap Value R6 Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital and income... Show more

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Nextera Energy Inc (NYSE:NEE), Edwards Lifesciences Corp (NYSE:EW).

Industry description

The investment seeks long-term growth of capital and income. The fund seeks to achieve its investment objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies with medium market capitalizations. It normally invests significantly in securities that the portfolio managers expect will generate income (for example, by paying dividends). The portfolio managers use a value investing style focusing on companies whose securities the portfolio managers believe have attractive valuation and fundamental strength.

Market Cap

The average market capitalization across the Virtus NFJ Mid-Cap Value R6 MF is 35.77B. The market cap for tickers in the group ranges from 1.13B to 146B. NEE holds the highest valuation in this group at 146B. The lowest valued company is SCL at 1.13B.

Volume

The average weekly volume growth across all stocks in the Virtus NFJ Mid-Cap Value R6 MF was -2%. For the same stocks of the MF, the average monthly volume growth was 27% 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: 46
P/E Growth Rating: 50
Price Growth Rating: 49
SMR Rating: 65
Profit Risk Rating: 86
Seasonality Score: -46 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Allianz Funds1633 BROADWAYNew York
Phone
+1 8004985413
Web
us.allianzgi.com
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ANPRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ANPRX has been closely correlated with VMVIX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if ANPRX jumps, then VMVIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ANPRX
1D Price
Change %
ANPRX100%
N/A
VMVIX - ANPRX
95%
Closely correlated
N/A
VMVAX - ANPRX
95%
Closely correlated
+0.10%
MVCAX - ANPRX
88%
Closely correlated
N/A
JVMSX - ANPRX
80%
Closely correlated
N/A
JVMCX - ANPRX
80%
Closely correlated
+0.07%
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