BERDX Carillon Chartwell Mid Cap Value R-6 Forecast, Technical & Fundamental Analysis

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 R-6 MF is 14.8B. The market cap for tickers in the group ranges from 6.15B to 36.62B. MTB holds the highest valuation in this group at 36.62B. The lowest valued company is JBTM at 6.15B.

The average weekly volume growth across all stocks in the Carillon Chartwell Mid Cap Value R-6 MF was -27%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -13%