FMIVX Rating, Research - Virtus Mid-Cap Value A

Virtus Mid-Cap Value A (fmivx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 67

Threats + Weaknesses = 32

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fmivx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Virtus Mid-Cap Value A (FMIVX) Description: FMIVX is a mutual fund, which is an investment that owns a basket of assets. The FMIVX mutual fund was provided by Virtus and this investment vehicle derives the majority of its value from equity holdings (stocks). Virtuss mutual fund has a medium management tenure and is in the average fund size classification. FMIVXs minimum initial investment amount is $500 while the IRA minimum is $25. FMIVXs expense ratio is roughly 1%. The latest FMIVXs front end load was 6% and the back end load was 0%. The Virtus Mid-Cap Value A (FMIVX) mutual fund falls under the mid-cap value category. FMIVX focuses its investments in USA and FMIVX is not affiliated with a particular industry or fund sector. The Virtus Mid-Cap Value A (FMIVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FMIVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FMIVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests mainly in common stocks (see stock research) of companies worldwide in the energy and other natural resources industries. It invests at least 80% of net assets in securities of companies in the energy or other natural resources industries. The funds usually invests in value stocks (see stock research), and it typically invests in mid-sized and large companies. However, the fund may invest in companies of any size. The funds non-diversified.

Management Analysis Update

Performance Analysis Update