Virtus Kar Small Cap Fund Equity Positions Weight
| PSGCX Fund | USD 23.39 0.09 0.38% |
Virtus Kar Small Cap fundamentals help investors to digest information that contributes to Virtus Kar's financial success or failures. It also enables traders to predict the movement of Virtus Mutual Fund. The fundamental analysis module provides a way to measure Virtus Kar's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Virtus Kar mutual fund.
Virtus |
Virtus Kar Small Cap Mutual Fund Equity Positions Weight Analysis
Virtus Kar's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Virtus Kar Equity Positions Weight | 98.17 % |
Most of Virtus Kar's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Virtus Kar Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Virtus Kar Small Cap has an Equity Positions Weight of 98%. This is 12.62% higher than that of the Virtus family and significantly higher than that of the Small Growth category. The equity positions weight for all United States funds is notably lower than that of the firm.
Virtus Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Virtus Kar's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Virtus Kar could also be used in its relative valuation, which is a method of valuing Virtus Kar by comparing valuation metrics of similar companies.Virtus Kar is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Virtus Kar
The fund consists of 98.17% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Virtus Kar's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Virtus Fundamentals
| Price To Earning | 28.53 X | ||||
| Price To Book | 3.89 X | ||||
| Price To Sales | 2.14 X | ||||
| Total Asset | 144.98 M | ||||
| Year To Date Return | 3.58 % | ||||
| One Year Return | 3.44 % | ||||
| Three Year Return | (6.49) % | ||||
| Five Year Return | 4.95 % | ||||
| Ten Year Return | 18.57 % | ||||
| Net Asset | 3.41 B | ||||
| Cash Position Weight | 1.83 % | ||||
| Equity Positions Weight | 98.17 % |
About Virtus Kar Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Virtus Kar Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Virtus Kar using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Virtus Kar Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Virtus Kar in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Virtus Kar's short interest history, or implied volatility extrapolated from Virtus Kar options trading.
Becoming a Better Investor with Macroaxis
Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Virtus Kar Small using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in 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 main economic indicators. Note that the Virtus Kar Small 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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.