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CWSGX Carillon Chartwell Small Cap Growth I Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Nutanix (NASDAQ:NTNX).

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 small capitalization U.S. companies. The fund’s sub‑adviser considers small capitalization companies to be those with market capitalizations that, at the time of initial purchase, have a market capitalization generally within the range of the Russell 2000 Growth Index during the most recent 12-month period.

Market Cap

The average market capitalization across the Carillon Chartwell Small Cap Growth I MF is 14.02B. The market cap for tickers in the group ranges from 4.39B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is MMSI at 4.39B.

Volume

The average weekly volume growth across all stocks in the Carillon Chartwell Small Cap Growth I MF was 24%. For the same stocks of the MF, the average monthly volume growth was 57% and the average quarterly volume growth was 42%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 65
Price Growth Rating: 45
SMR Rating: 63
Profit Risk Rating: 25
Seasonality Score: 45 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Eagle Series Trust880 Carillon ParkwaySt Petersburg
Phone
N/A
Web
www.eagleasset.com
Interesting Tickers
1D
1W
1M
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JCCAX17.44-0.20
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JHancock Small Cap Core A
DOPIX32.45-0.50
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BNY Mellon Opportunistic Small Cap I

CWSGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CWSGX has been closely correlated with WCMNX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if CWSGX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CWSGX
1D Price
Change %
CWSGX100%
-2.19%
WCMNX - CWSGX
94%
Closely correlated
-2.59%
WCMLX - CWSGX
94%
Closely correlated
-2.56%
VSGIX - CWSGX
91%
Closely correlated
-1.57%
VSGAX - CWSGX
91%
Closely correlated
-1.57%
VISGX - CWSGX
91%
Closely correlated
-1.56%
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