BERIX Carillon Chartwell Income Fund Forecast, Technical & Fundamental Analysis

The investment seeks current income and, secondarily, seeks to preserve capital. The fund may invest in corporate bonds, U.S. Treasury bills, bonds and notes, debt securities issued by U.S. government agencies, preferred stocks, asset-backed securities, mortgage-backed securities, municipal bonds, master limited partnerships (“MLPs”), and dividend-paying common stocks, including securities issued by real estate investment trusts (“REITs”) and exchange-traded funds (“ETFs”). It invests in securities that the fund’s sub‑adviser believes are undervalued.

The average market capitalization across the Carillon Chartwell Income Fund MF is 55.14B. The market cap for tickers in the group ranges from 5.56B to 5.56B. AGI holds the highest valuation in this group at 5.56B. The lowest valued company is AGI at 5.56B.

The average weekly volume growth across all stocks in the Carillon Chartwell Income Fund MF was 135%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was -62%