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BERCX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
23.13M

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

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Expedia Group (NASDAQ:EXPE), 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 sub‑adviser’s investment approach seeks to identify companies with favorable valuations, margin improvement, product innovations and visionary management teams.

Market Cap

The average market capitalization across the Carillon Chartwell Mid Cap Value Fund MF is 23.27B. The market cap for tickers in the group ranges from 6.16B to 41.93B. ALL holds the highest valuation in this group at 41.93B. The lowest valued company is LFUS at 6.16B.

Volume

The average weekly volume growth across all stocks in the Carillon Chartwell Mid Cap Value Fund MF was -4%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 38%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 56
Price Growth Rating: 42
SMR Rating: 60
Profit Risk Rating: 42
Seasonality Score: -52 (-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
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BERCX and

Correlation & Price change

A.I.dvisor indicates that over the last year, BERCX has been closely correlated with JVMAX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if BERCX jumps, then JVMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BERCX
1D Price
Change %
BERCX100%
-0.18%
JVMAX - BERCX
89%
Closely correlated
-0.30%
JVMRX - BERCX
88%
Closely correlated
-0.32%
JVMTX - BERCX
88%
Closely correlated
-0.32%
JVMCX - BERCX
88%
Closely correlated
-0.34%
JVMSX - BERCX
87%
Closely correlated
-0.36%
More