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XTPZX

$--
--%
1d
1w
1m

Analysis and statistics

  • Open
    20.0111$
  • Previous Close
    20.0111$
  • 52 Week Change
    --
  • Day Range
    0.00$
  • 52 Week High/Low
    --
  • Dividend Per Share
    --
  • Market cap
    --$
  • EPS
    --
  • Beta
    --
  • Volume
    --

About

XTPZX.US refers to the Virtus KAR Small-Cap Core Fund Institutional Shares. It is a mutual fund managed by Virtus Investment Advisers, Inc. and subadvised by Kayne Anderson Rudnick Investment Management, LLC. The fund primarily invests in a diversified portfolio of small-cap U.S. equities, aiming to achieve long-term capital appreciation. The .US suffix indicates it is traded and available for purchase within the United States.
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Factors

Market Interest Rates: Rising interest rates generally decrease bond prices, including those held by XTPZX.US, as new bonds offer higher yields. Conversely, falling rates tend to increase bond prices.

Credit Quality of Holdings: Downgrades of debt held by XTPZX.US can decrease its net asset value. The higher the perceived risk of default, the lower the fund's price.

Inflation Expectations: Higher inflation expectations can lead to lower bond prices, as investors demand higher yields to compensate for the decreased purchasing power of future payments. This affects XTPZX.US.

Economic Growth: Strong economic growth can reduce demand for safer assets like bonds, decreasing their prices and thus XTPZX.US. Slower growth can increase demand, raising prices.

Supply and Demand: Increased supply of similar bond funds or decreased demand for XTPZX.US shares relative to its assets can lower its price. Conversely, higher demand can raise it.

Fund Management: The skill of the fund managers in selecting and managing the bond portfolio impacts performance and investor confidence, which in turn affects the price of XTPZX.US.

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