HGRZX Rating, Research - Virtus Core Equity A

Virtus Core Equity A (hgrzx)

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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 78

Threats + Weaknesses = 58

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

Fund Management Team

Fund Description Update

Virtus Core Equity A (HGRZX) Description: HGRZX is a mutual fund, which is an investment that owns a basket of assets. The HGRZX 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 long management tenure and is in the small fund size classification. HGRZXs minimum initial investment amount is $500 while the IRA minimum is $25. HGRZXs expense ratio is roughly 1%. The latest HGRZXs front end load was 6% and the back end load was 0%. The Virtus Core Equity A (HGRZX) mutual fund falls under the large-cap mixed category. HGRZX focuses its investments in USA and HGRZX is not affiliated with a particular industry or fund sector. The Virtus Core Equity A (HGRZX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HGRZXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HGRZXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund generally invests at least 80% of its assets in equity securities (see equity research) of US and non-US companies with business operations in technology and technology-related industries. It invest at least 40% of net assets in companies that maintain their principal place of business or conduct their principal business activities outside the US, have their securities traded on non-US exchanges or have been formed under the laws of non-US countries. The fund may invest in companies of any size.


Management Analysis Update


Performance Analysis Update