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PNEAX
Mutual Fund ticker: NASDAQ
AS OF
Jan 14 closing price
Price
$10.25
Change
+$0.06 (+0.59%)
Net Assets
494.71M

PNEAX Virtus NFJ Dividend Value A Forecast, Technical & Fundamental Analysis

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

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Bank of America Corp (NYSE:BAC), Nextera Energy Inc (NYSE:NEE), Intuit (NASDAQ:INTU), ZOETIS (NYSE:ZTS).

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 that pay or are expected to pay dividends. Under normal conditions, it will invest primarily in common stocks of companies with market capitalizations greater than $3.5 billion.

Market Cap

The average market capitalization across the Virtus NFJ Dividend Value A MF is 123.53B. The market cap for tickers in the group ranges from 9.53B to 378.51B. BAC holds the highest valuation in this group at 378.51B. The lowest valued company is REXR at 9.53B.

Volume

The average weekly volume growth across all stocks in the Virtus NFJ Dividend Value A MF was 46%. For the same stocks of the MF, the average monthly volume growth was 78% and the average quarterly volume growth was 44%

Fundamental Analysis Ratings

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

Valuation Rating: 42
P/E Growth Rating: 62
Price Growth Rating: 48
SMR Rating: 54
Profit Risk Rating: 77
Seasonality Score: -31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Allianz Funds1633 BROADWAYNew York
Phone
+1 8004985413
Web
us.allianzgi.com
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PNEAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PNEAX has been closely correlated with DODGX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if PNEAX jumps, then DODGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PNEAX
1D Price
Change %
PNEAX100%
+0.59%
DODGX - PNEAX
90%
Closely correlated
+0.47%
DOXGX - PNEAX
90%
Closely correlated
+0.53%
RWMHX - PNEAX
86%
Closely correlated
-0.12%
RWEBX - PNEAX
86%
Closely correlated
-0.12%
FWMIX - PNEAX
85%
Closely correlated
-0.14%
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