Virtus Kar Financials

VSCRX Fund  USD 57.99  0.12  0.21%   
Financial data analysis helps to confirm if markets are presently mispricing Virtus Kar. We were able to interpolate data for thirteen available drivers for Virtus Kar Small Cap, which can be compared to its competition. The fund experiences a normal downward trend and little activity. Check odds of Virtus Kar to be traded at $57.41 in 90 days.
  
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Virtus Kar Fund Summary

Virtus Kar competes with Virtus Kar, Virtus Kar, Virtus Kar, Virtus Kar, and Dow 2x. Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks of small market capitalization companies. Virtus Kar is traded on NASDAQ Exchange in the United States.
Specialization
Small Blend, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressVirtus Equity Trust
Mutual Fund FamilyVirtus
Mutual Fund CategorySmall Blend
BenchmarkDow Jones Industrial
Phone800 243 1574
CurrencyUSD - US Dollar

Virtus Kar Key Financial Ratios

Virtus Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Virtus Kar's current stock value. Our valuation model uses many indicators to compare Virtus Kar value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Kar competition to find correlations between indicators driving Virtus Kar's intrinsic value. More Info.
Virtus Kar Small Cap is presently regarded as number one fund in annual yield among similar funds. It is rated fourth in year to date return among similar funds creating about  418.52  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Virtus Kar's earnings, one of the primary drivers of an investment's value.

Virtus Kar Small Systematic Risk

Virtus Kar's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Virtus Kar volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was sixty with a total number of output elements of one. The Beta measures systematic risk based on how returns on Virtus Kar Small correlated with the market. If Beta is less than 0 Virtus Kar generally moves in the opposite direction as compared to the market. If Virtus Kar Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Virtus Kar Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Virtus Kar is generally in the same direction as the market. If Beta > 1 Virtus Kar moves generally in the same direction as, but more than the movement of the benchmark.
Virtus Kar Small Cap is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 8.76 Billion. Virtus Kar retains roughly 1.59 Billion in net asset claiming about 18% of funds listed under Small Blend category.

Virtus Kar February 3, 2025 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Virtus Kar help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Virtus Kar Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Virtus Kar Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Virtus Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Virtus Kar's daily price indicators and compare them against related drivers.

Other Information on Investing in Virtus Mutual Fund

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.
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