Virtus Mutual Fund Buy Hold or Sell Recommendation

AAAEX
 Fund
  

USD 31.45  0.46  1.44%   

Assuming the 90 days horizon and your way above-average risk tolerance, our recommendation regarding Virtus AllianzGI Health is 'Not Rated'. Macroaxis provides Virtus AllianzGI buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding AAAEX positions. The advice algorithm takes into account all of Virtus AllianzGI's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Virtus AllianzGI's buy-and-hold perspective. Please continue to Virtus AllianzGI 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. We conduct extensive research on individual funds such as Virtus and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Virtus AllianzGI Health.

Execute Virtus AllianzGI 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 AllianzGI Health. Macroaxis does not own or have any residual interests in Virtus AllianzGI Health or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Virtus AllianzGI's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Virtus AllianzGIBuy Virtus AllianzGI
Buy

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon Virtus AllianzGI Health has a Risk Adjusted Performance of 0.1077, Jensen Alpha of 0.0454, Total Risk Alpha of 0.0402, Sortino Ratio of 0.028 and Treynor Ratio of 0.1078
Our recommendation module can be used to complement Virtus AllianzGI Health 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. Please use Virtus AllianzGI Health number of employees and cash position weight to make buy, hold, or sell decision on Virtus AllianzGI.

Virtus AllianzGI Trading Alerts and Improvement Suggestions

The fund holds 96.91% of its assets under management (AUM) in equities

Virtus AllianzGI Returns Distribution Density

The distribution of Virtus AllianzGI's historical returns is an attempt to chart the uncertainty of Virtus AllianzGI's future price movements. The chart of the probability distribution of Virtus AllianzGI stock daily returns describes the distribution of returns around its average expected value. We use Virtus AllianzGI Health price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Virtus AllianzGI returns is essential to provide solid investment advice for Virtus AllianzGI.
Mean Return0.11Value At Risk-2
Potential Upside2.46Standard Deviation1.45
   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 AllianzGI 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 AllianzGI 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 AllianzGI 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 AllianzGI'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
0.045414
β
Beta against NYSE Composite0.89
σ
Overall volatility
1.45
Ir
Information ratio 0.0268

Virtus AllianzGI Volatility Alert

Virtus AllianzGI Health has relatively low volatility with skewness of 0.14 and kurtosis of -0.16. However, we advise all investors to independently investigate Virtus AllianzGI Health to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Virtus AllianzGI'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 AllianzGI'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 stocks as prices fall.

Virtus AllianzGI Fundamentals Vs Peers

Comparing Virtus AllianzGI'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 AllianzGI's direct or indirect competition across all of the common fundamentals between Virtus AllianzGI and the related equities. This way, we can detect undervalued stocks with similar characteristics as Virtus AllianzGI or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Virtus AllianzGI's fundamental indicators could also be used in its relative valuation, which is a method of valuing Virtus AllianzGI by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Virtus AllianzGI to competition
FundamentalsVirtus AllianzGIPeer Average
Net Asset195.35 M4.11 B
Minimum Initial Investment1000 K976.16 K
Last Dividend Paid0.240.65
Cash Position Weight3.09 %10.61 %
Equity Positions Weight96.91 %63.90 %

Virtus AllianzGI 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 AllianzGI Buy or Sell Advice

When is the right time to buy or sell Virtus AllianzGI Health? 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 AllianzGI 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.

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Run Power Stocks Thematic Idea Now

Power Stocks
Power Stocks Theme
Large capitalization equities showing high long-term performance indicators and above average return expectations based on Macroaxis rating system. The Power Stocks theme has 44 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 Power Stocks Theme or any other thematic opportunities.
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Please continue to Virtus AllianzGI 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 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 Money Managers module to screen money managers from public funds and ETFs managed around the world.

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Please note, there is a significant difference between Virtus AllianzGI's value and its price as these two are different measures arrived at by different means. Investors typically determine Virtus AllianzGI value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Virtus AllianzGI'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.