Virtus Kar Small Cap Fund Analysis

Virtus Mutual Fund Analysis Notes

The fund generated five year return of 11.0%. Virtus Kar Small keeps 97.83% of net assets in stocks. This fund last dividend was 0.22 per share. Large For more information please call the company at 800-243-1574.

Virtus Kar Small Investment Alerts

Virtus Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Virtus Kar's market, we take the total number of its shares issued and multiply it by Virtus Kar's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Virtus Kar Small Cap Mutual Fund Constituents

Institutional Mutual Fund Holders for Virtus Kar

Note, although Virtus Kar's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Technical Drivers

As of the 3rd of December, Virtus Kar has the Coefficient Of Variation of 517.04, risk adjusted performance of 0.1508, and Semi Deviation of 0.632. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Virtus Kar Small, as well as the relationship between them.

Virtus Kar Small Price Movement Analysis

Virtus Kar Predictive Daily Indicators

Virtus Kar Forecast Models

Virtus Kar's time-series forecasting models are one of many Virtus Kar's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Virtus Kar's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Virtus Kar prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Virtus shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Virtus Kar. By using and applying Virtus Mutual Fund analysis, traders can create a robust methodology for identifying Virtus entry and exit points for their positions.

Virtus Kar financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Kar security.