Virtus Mutual Fund Quote

VDMRX
 Fund
  

USD 6.84  0.03  0.44%   

Market Performance
0 of 100
Odds Of Distress
Less than 47
Virtus Kar is trading at 6.84 as of the 30th of September 2022; that is -0.44 percent decrease since the beginning of the trading day. The fund's open price was 6.87. Virtus Kar has 47 percent odds of going through some form of financial distress in the next two years and has generated negative returns to investors over the last 90 days. Equity ratings for Virtus Kar Developing are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of August 2022 and ending today, the 30th of September 2022. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities or equity-linked instruments of developing markets companies. Virtus Kar is traded on NASDAQ Exchange in the United States. More on Virtus Kar Developing

Moving together with Virtus Kar

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Virtus Kar Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Virtus Kar's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Virtus Kar or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Virtus Kar generated a negative expected return over the last 90 days
The fund keeps 97.09% of its net assets in stocks
Thematic Ideas
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Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Virtus Kar's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Startdate22nd of June 2021
Virtus Kar Developing [VDMRX] is traded in USA and was established 30th of September 2022. The fund is listed under Diversified Emerging Mkts category and is part of Virtus family. The entity is thematically classified as Conservative. Virtus Kar Developing at this time has accumulated 2.66 M in net assets with no minimum investment requirements
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Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Kar Developing Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Virtus Kar Developing Constituents

Virtus Kar Target Price Odds Analysis

Based on a normal probability distribution, the odds of Virtus Kar jumping above the current price in 90 days from now is close to 99%. The Virtus Kar Developing probability density function shows the probability of Virtus Kar mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Virtus Kar Developing has a beta of -0.0267. This entails as returns on benchmark increase, returns on holding Virtus Kar are expected to decrease at a much lower rate. During the bear market, however, Virtus Kar Developing is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Virtus Kar Developing is significantly underperforming DOW.
  Odds Below 6.84HorizonTargetOdds Above 6.84
0.25%90 days
 6.84 
99.74%
Based on a normal probability distribution, the odds of Virtus Kar to move above the current price in 90 days from now is close to 99 (This Virtus Kar Developing probability density function shows the probability of Virtus Mutual Fund to fall within a particular range of prices over 90 days) .

Virtus Kar Developing Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Virtus Kar market risk premium is the additional return an investor will receive from holding Virtus Kar long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Virtus Kar. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Virtus Kar's alpha and beta are two of the key measurements used to evaluate Virtus Kar's performance over the market, the standard measures of volatility play an important role as well.

Virtus Kar Against Markets

Picking the right benchmark for Virtus Kar mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Virtus Kar mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Virtus Kar is critical whether you are bullish or bearish towards Virtus Kar Developing at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Virtus Kar without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Performance Analysis

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Invested in Virtus Kar Developing?

The danger of trading Virtus Kar Developing is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Virtus Kar is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Virtus Kar. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Virtus Kar Developing is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Also, please take a look at World Market Map. You can also try Global Correlations module to find global opportunities by holding instruments from different markets.

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When running Virtus Kar Developing 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 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 Virtus Kar value 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.