Industry description
The investment seeks long-term capital appreciation.
The fund normally invests 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 companies that, at the time of initial purchase, have a market capitalization within the range of the Russell 2000 Value Index during the most recent 12-month period. The fund may invest up to 20% of its assets in U.S. dollar denominated securities of issuers based outside of the U.S.
Market Cap
The average market capitalization across the Carillon Chartwell Small Cap Value I MF is 4.35B. The market cap for tickers in the group ranges from 1.27B to 9.3B. EXP holds the highest valuation in this group at 9.3B. The lowest valued company is ICHR at 1.27B.
Volume
The average weekly volume growth across all stocks in the Carillon Chartwell Small Cap Value I MF was 24%. For the same stocks of the MF, the average monthly volume growth was 77% and the average quarterly volume growth was 44%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 61
P/E Growth Rating: 42
Price Growth Rating: 58
SMR Rating: 72
Profit Risk Rating: 53
Seasonality Score: -34 (-100 ... +100)