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AWTAX
Mutual Fund ticker: NASDAQ
AS OF
Sep 4 closing price
Price
$21.52
Change
+$0.26 (+1.22%)
Net Assets
577.97M

AWTAX Virtus Duff & Phelps Water A Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies that are represented in one or more of the S&P Global Water Index, the NASDAQ OMX U.S. Water or Global Water Indices or the S-Network Global Water Index (Composite), or that are substantially engaged in water-related activities. The fund is non-diversified.

Market Cap

The average market capitalization across the Virtus Duff & Phelps Water A MF is 25.45B. The market cap for tickers in the group ranges from 120M to 77.59B. ECL holds the highest valuation in this group at 77.59B. The lowest valued company is SVT at 120M.

Volume

The average weekly volume growth across all stocks in the Virtus Duff & Phelps Water A MF was -8%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -31%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 47
Price Growth Rating: 47
SMR Rating: 58
Profit Risk Rating: 74
Seasonality Score: -40 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category NaturalResources

Profile
Fundamentals
Details
Category
Natural Resources
Address
Virtus Strategy TrustC/O Allianz Global Investors,1633 BroadwayNew York
Phone
212-739-3000
Web
www.allianzgi.com
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AWTAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AWTAX has been loosely correlated with TRNEX. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if AWTAX jumps, then TRNEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AWTAX
1D Price
Change %
AWTAX100%
+0.79%
TRNEX - AWTAX
58%
Loosely correlated
-0.46%
GAAHX - AWTAX
55%
Loosely correlated
+0.20%
GEACX - AWTAX
54%
Loosely correlated
+0.20%
GMOWX - AWTAX
54%
Loosely correlated
+0.15%
GOFIX - AWTAX
54%
Loosely correlated
+0.15%
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