BERCX Carillon Chartwell Mid Cap Value I Forecast, Technical & Fundamental Analysis

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

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.

The average market capitalization across the Carillon Chartwell Mid Cap Value I MF is 14.75B. 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.

The average weekly volume growth across all stocks in the Carillon Chartwell Mid Cap Value I MF was 16%. For the same stocks of the MF, the average monthly volume growth was 60% and the average quarterly volume growth was 69%