Virtus Kar Small Cap Fund Buy Hold or Sell Recommendation

PXSGX Fund  USD 34.48  0.40  1.17%   
Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Virtus Kar Small Cap is 'Not Rated'. Macroaxis provides Virtus Kar buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding PXSGX positions. The advice algorithm takes into account all of Virtus Kar's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Virtus Kar's buy or sell advice are summarized below:
Real Value
0.0
Hype Value
0.0
Market Value
34.48
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Virtus Kar Small Cap given historical horizon and risk tolerance towards Virtus Kar. When Macroaxis issues a 'buy' or 'sell' recommendation for Virtus Kar Small Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Virtus Kar Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Virtus and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Virtus Kar Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price.

Execute Virtus Kar Buy or Sell Advice

The Virtus recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Virtus Kar Small Cap. Macroaxis does not own or have any residual interests in Virtus Kar Small Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Virtus Kar's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Virtus KarBuy Virtus Kar
Strong Buy

Market Performance

ModestDetails

Volatility

Out of controlDetails

Hype Condition

Under hypedDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Virtus Kar Small Cap has a Risk Adjusted Performance of 0.0373, Jensen Alpha of (0.13), Total Risk Alpha of (0.18), Sortino Ratio of (0.07) and Treynor Ratio of 0.0349
Our recommendation module can be used to complement Virtus Kar Small-cap trade recommendation provided by average analyst sentiment. It analyzes the fund's potential to grow using fundamental, technical, data market data available at the time. Use Virtus Kar price to earning, one year return, as well as the relationship between the One Year Return and cash position weight to ensure your buy or sell decision on Virtus Kar Small-cap is adequate.

Virtus Kar Trading Alerts and Improvement Suggestions

Latest headline from news.google.com: Is Parnassus Core Equity Investor a Strong Mutual Fund Pick Right Now - Zacks Investment Research
The fund generated three year return of -4.0%
Virtus Kar Small-cap maintains 97.42% of its assets in stocks

Virtus Kar Returns Distribution Density

The distribution of Virtus Kar's historical returns is an attempt to chart the uncertainty of Virtus Kar's future price movements. The chart of the probability distribution of Virtus Kar daily returns describes the distribution of returns around its average expected value. We use Virtus Kar Small Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Virtus Kar returns is essential to provide solid investment advice for Virtus Kar.
Mean Return
0.06
Value At Risk
-1.98
Potential Upside
1.82
Standard Deviation
1.02
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Virtus Kar historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Virtus Kar Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Virtus Kar or Virtus sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Virtus Kar's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Virtus fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.13
β
Beta against NYSE Composite1.44
σ
Overall volatility
1.01
Ir
Information ratio -0.07

Virtus Kar Volatility Alert

Virtus Kar Small Cap has relatively low volatility with skewness of -0.41 and kurtosis of 0.55. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Virtus Kar's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Virtus Kar's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Virtus Kar Fundamentals Vs Peers

Comparing Virtus Kar's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Virtus Kar's direct or indirect competition across all of the common fundamentals between Virtus Kar and the related equities. This way, we can detect undervalued stocks with similar characteristics as Virtus Kar or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Virtus Kar's fundamental indicators could also be used in its relative valuation, which is a method of valuing Virtus Kar by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Virtus Kar to competition
FundamentalsVirtus KarPeer Average
Price To Earning28.53 X6.53 X
Price To Book3.89 X0.74 X
Price To Sales2.14 X0.61 X
Year To Date Return2.20 %0.39 %
One Year Return13.67 %4.15 %
Three Year Return(4.12) %3.60 %
Five Year Return8.84 %3.24 %
Ten Year Return19.76 %1.79 %
Net Asset3.41 B4.11 B
Minimum Initial Investment100 K976.16 K
Cash Position Weight2.58 %10.61 %
Equity Positions Weight97.42 %63.90 %

Virtus Kar Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Virtus . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Virtus Kar Buy or Sell Advice

When is the right time to buy or sell Virtus Kar Small Cap? Buying financial instruments such as Virtus Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Virtus Kar in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Utilities Thematic Idea Now

Utilities
Utilities Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Utilities theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Utilities Theme or any other thematic opportunities.
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Check out Virtus Kar Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the Virtus Kar Small-cap information on this page should be used as a complementary analysis to other Virtus Kar's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.

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When running Virtus Kar's price analysis, check to measure Virtus Kar's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Virtus Kar is operating at the current time. Most of Virtus Kar's value examination focuses on studying past and present price action to predict the probability of Virtus Kar's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Virtus Kar's price. Additionally, you may evaluate how the addition of Virtus Kar to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Virtus Kar's value and its price as these two are different measures arrived at by different means. Investors typically determine if Virtus Kar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Virtus Kar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.