Virtus NFJ Mid Cap Value Fund Class A (PQNAX) Research

This fund aims to achieve its financial objectives by consistently allocating a minimum of 80% of its total assets (including any capital borrowed for investment purposes) to common stocks and other ownership stakes in mid-capitalization companies. A significant portion of these investments is typically directed towards securities that the fund managers expect will yield income, often in the form of dividend payments. The portfolio management team employs a value-oriented investment strategy, concentrating on businesses whose shares they assess as having compelling valuations and robust underlying financial strength.

Market snapshot

Symbol
PQNAX
Price
$28.79
Day change
+0.91%
Market cap
$562.0M
52-week range
24.88-29.19
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Non-U.S. Intrinsic Value Fund Investor Class (ANTUX)
  • Columbia International Div Inc A (CSVAX)
  • Diamond Hill All Cap Select Fund Class I (DHLTX)
  • Integrity Dividend Harvest Fund Class A (IDIVX)
  • Leuthold Core Investment Fund Class Institutional (LCRIX)
  • Virtus NFJ Mid Cap Value Fund Institutional Class (PRNIX)
  • SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX)
  • SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX)

Open Virtus NFJ Mid Cap Value Fund Class A (PQNAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.