Virtus Allianzgi Financials
| AAAEX Fund | USD 31.10 0.14 0.45% |
Virtus |
Please note that past performance is not an indicator of the future performance of Virtus Allianzgi, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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 Allianzgi Fund Summary
Virtus Allianzgi competes with Virtus Multi, Virtus Multi-sector, Ridgeworth Seix, Ridgeworth Innovative, and Ridgeworth Seix. The fund seeks to achieve its objective by normally investing at least 80 percent of its net assets in health sciences-related companies. The portfolio manager considers health sciences-related companies to include companies that design, manufacture or sell products or services used for or in connection with healthcare, medicine or life sciences. The fund will invest primarily in common stocks and other equity securities.Specialization | Health, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Allianz Funds |
| Mutual Fund Family | Virtus |
| Mutual Fund Category | Health |
| Benchmark | NYSE Composite |
| Phone | 800 243 1574 |
| Currency | USD - US Dollar |
You should never invest in Virtus Allianzgi Health without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Virtus Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Virtus Allianzgi's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Virtus Allianzgi Key Financial Ratios
Generally speaking, Virtus Allianzgi's financial ratios allow both analysts and investors to convert raw data from Virtus Allianzgi's financial statements into concise, actionable information that can be used to evaluate the performance of Virtus Allianzgi over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Virtus Allianzgi Health reports annually and quarterly.Virtus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Allianzgi's current stock value. Our valuation model uses many indicators to compare Virtus Allianzgi value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Allianzgi competition to find correlations between indicators driving Virtus Allianzgi's intrinsic value. More Info.Virtus Allianzgi Health is the top fund in net asset among similar funds. It is the top fund in minimum initial investment among similar funds making about 0.01 of Minimum Initial Investment per Net Asset. The ratio of Net Asset to Minimum Initial Investment for Virtus Allianzgi Health is roughly 142.39 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Virtus Allianzgi by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Virtus Allianzgi's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Allianzgi's earnings, one of the primary drivers of an investment's value.Virtus Allianzgi Health Systematic Risk
Virtus Allianzgi's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Virtus Allianzgi 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 two with a total number of output elements of fifty-nine. The Beta measures systematic risk based on how returns on Virtus Allianzgi Health correlated with the market. If Beta is less than 0 Virtus Allianzgi generally moves in the opposite direction as compared to the market. If Virtus Allianzgi Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Virtus Allianzgi Health is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Virtus Allianzgi is generally in the same direction as the market. If Beta > 1 Virtus Allianzgi moves generally in the same direction as, but more than the movement of the benchmark.
Virtus Allianzgi Thematic Clasifications
Virtus Allianzgi Health is part of Healthcare Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in healthcare. Funds or Etfs investing in medical and healthcare goods or services as well as hospital management or maintenance organizations
This theme covers Funds investing in healthcare. Funds or Etfs investing in medical and healthcare goods or services as well as hospital management or maintenance organizations. Get More Thematic Ideas
Virtus Allianzgi Health is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Health category is currently estimated at about 11.5 Billion. Virtus Allianzgi claims roughly 142.39 Million in net asset contributing just under 2% to all funds under Health category.| Healthcare Funds | View |
Virtus Allianzgi May 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Virtus Allianzgi help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Virtus Allianzgi Health. We use our internally-developed statistical techniques to arrive at the intrinsic value of Virtus Allianzgi Health 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 Allianzgi's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8085 | |||
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 4.31 | |||
| Value At Risk | (1.27) | |||
| Potential Upside | 1.34 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Virtus Allianzgi Health. 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 income. Note that the Virtus Allianzgi Health information on this page should be used as a complementary analysis to other Virtus Allianzgi'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 Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.