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AZNAX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$11.47
Change
-$0.01 (-0.09%)
Net Assets
4.74B

AZNAX Virtus Income & Growth A Forecast, Technical & Fundamental Analysis

The investment seeks total return comprised of current income, current gains and capital appreciation... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Tesla (NASDAQ:TSLA), Mastercard (NYSE:MA), Home Depot (NYSE:HD), Salesforce (NYSE:CRM), Union Pacific Corp (NYSE:UNP).

Industry description

The investment seeks total return comprised of current income, current gains and capital appreciation. The fund seeks to achieve its objective by investing primarily in a combination of common stocks and other equity securities, debt securities and convertible securities. The allocation of the fund's investments across asset classes will vary substantially from time to time. The fund's investments in each asset class are based upon the portfolio managers' assessment of economic conditions and market factors, including equity price levels, interest rate levels and their anticipated direction.

Market Cap

The average market capitalization across the Virtus Income & Growth A MF is 1.73T. The market cap for tickers in the group ranges from 130.93B to 4.4T. NVDA holds the highest valuation in this group at 4.4T. The lowest valued company is UNP at 130.93B.

Volume

The average weekly volume growth across all stocks in the Virtus Income & Growth A MF was 11%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was 2%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 53
Price Growth Rating: 34
SMR Rating: 32
Profit Risk Rating: 37
Seasonality Score: -17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Allianz Funds1633 BROADWAYNew York
Phone
+1 8004985413
Web
us.allianzgi.com
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AZNAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AZNAX has been closely correlated with CLBAX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if AZNAX jumps, then CLBAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AZNAX
1D Price
Change %
AZNAX100%
-0.09%
CLBAX - AZNAX
85%
Closely correlated
-0.24%
RAMHX - AZNAX
82%
Closely correlated
-0.21%
RLEFX - AZNAX
82%
Closely correlated
-0.24%
FBAFX - AZNAX
81%
Closely correlated
-0.24%
FBONX - AZNAX
81%
Closely correlated
-0.24%
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