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VQSRX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$24.69
Change
+$0.12 (+0.49%)
Net Assets
664.07M

VQSRX Virtus KAR Small-Cap Value R6 Forecast, Technical & Fundamental Analysis

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

Category: #Small Growth
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small market capitalization sector while seeking to incur less risk than the small capitalization value market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to be undervalued relative to their future growth potential.

Market Cap

The average market capitalization across the Virtus KAR Small-Cap Value R6 MF is 7.17B. The market cap for tickers in the group ranges from 1.7B to 16.31B. RBC holds the highest valuation in this group at 16.31B. The lowest valued company is AZTA at 1.7B.

Volume

The average weekly volume growth across all stocks in the Virtus KAR Small-Cap Value R6 MF was 67%. For the same stocks of the MF, the average monthly volume growth was 45% and the average quarterly volume growth was -9%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 60
Price Growth Rating: 52
SMR Rating: 64
Profit Risk Rating: 61
Seasonality Score: -48 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com
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VQSRX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VQSRX
1D Price
Change %
VQSRX100%
+0.49%
VSGIX - VQSRX
85%
Closely correlated
+0.66%
VSGAX - VQSRX
85%
Closely correlated
+0.65%
VEXPX - VQSRX
84%
Closely correlated
+0.84%
VISGX - VQSRX
84%
Closely correlated
+0.65%
VEXRX - VQSRX
84%
Closely correlated
+0.84%
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