BERIX Carillon Chartwell Real Income I Forecast, Technical & Fundamental Analysis

The investment seeks to provide investors with current income and preserve inflation adjusted capital by seeking returns that exceed the rate of inflation over a complete market cycle... Show more

Category: #Inflation-Protected Bond

Interact to see
Advertisement

A.I.Advisor

published Highlights

Industry description

The investment seeks to provide investors with current income and preserve inflation adjusted capital by seeking returns that exceed the rate of inflation over a complete market cycle. The fund seeks to achieve its investment objectives by investing in income producing securities. It fund intends to invest at least 60% of its net assets in TIPS. The fund may invest in TIPS and other inflation-indexed debt securities and fixed income securities of any maturity.

Market Cap

The average market capitalization across the Carillon Chartwell Real Income I MF is 61.13B. The market cap for tickers in the group ranges from 14.49B to 14.49B. AGI holds the highest valuation in this group at 14.49B. The lowest valued company is AGI at 14.49B.

Volume

The average weekly volume growth across all stocks in the Carillon Chartwell Real Income I MF was 14%. For the same stocks of the MF, the average monthly volume growth was 17% and the average quarterly volume growth was -14%

Fundamental Analysis Ratings

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

Valuation Rating: 19

P/E Growth Rating: 68

Price Growth Rating: 42

SMR Rating: 78

Profit Risk Rating: 70

Seasonality Score: -35 (-100 ... +100)

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I. Advisor

published General Information

General Information

Category InflationProtectedBond

Profile

Details

	1 Day
DWX	47.42	0.87	+1.87%
State Street® SPDR® S&P® Intl Div ETF
NMAR	31.94	0.30	+0.96%
Innovator Growth-100 Pwr Buffr ETF - Mar
UJUN	38.23	0.32	+0.84%
Innovator U.S. Equity Ultra BffrETF™-Jun
LMBS	49.83	0.08	+0.16%
First Trust Low Duration Oppos ETF
PPEM	23.43	N/A	N/A
Putnam PanAgora ESG Emerg Mkts Eq ETF

BERIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BERIX has been closely correlated with BKMIX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if BERIX jumps, then BKMIX could also see price increases.

Ticker / NAME	Correlation To BERIX	1D Price Change %
BERIX	100%	N/A
BKMIX - BERIX	84% Closely correlated	+0.95%
ONCFX - BERIX	84% Closely correlated	N/A
JFLJX - BERIX	84% Closely correlated	N/A
OICAX - BERIX	84% Closely correlated	N/A
OCGCX - BERIX	83% Closely correlated	N/A
More