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BERCX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$19.33
Change
-$0.18 (-0.92%)
Net Assets
24.93M

BERCX price forecast, quote, news & analysis

Category: @Mid-Cap Value
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Synchrony Financial (NYSE:SYF).

Industry description

The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in common stocks of mid-capitalization U.S. companies. It generally invests in companies that its sub‑adviser believes to be undervalued. The subadviser’s investment approach relies heavily on valuation history to identify opportunities and prioritizes companies with durable businesses, strong balance sheets, and improving fundamental prospects.

Market Cap

The average market capitalization across the Carillon Chartwell Mid Cap Value I MF is 14.78B. The market cap for tickers in the group ranges from 4.61B to 34.09B. GPN holds the highest valuation in this group at 34.09B. The lowest valued company is GTES at 4.61B.

Volume

The average weekly volume growth across all stocks in the Carillon Chartwell Mid Cap Value I MF was -15%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was -18%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 61
P/E Growth Rating: 53
Price Growth Rating: 47
SMR Rating: 57
Profit Risk Rating: 48
Seasonality Score: 43 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Eagle Series Trust880 Carillon ParkwaySt Petersburg
Phone
N/A
Web
www.eagleasset.com