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CWSRX Carillon Chartwell Small Cap Growth R-6 Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Small Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Guardant Health (NASDAQ:GH).

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 R-6 MF is 17.04B. The market cap for tickers in the group ranges from 9.12B to 24.17B. MTSI holds the highest valuation in this group at 24.17B. The lowest valued company is SIMO at 9.12B.

Volume

The average weekly volume growth across all stocks in the Carillon Chartwell Small Cap Growth R-6 MF was -44%. For the same stocks of the MF, the average monthly volume growth was -29% and the average quarterly volume growth was -45%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 43
Price Growth Rating: 45
SMR Rating: 58
Profit Risk Rating: 36
Seasonality Score: -19 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Details
Category
Small Growth
Address
Eagle Series Trust880 Carillon ParkwaySt Petersburg
Phone
N/A
Web
www.eagleasset.com
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CWSRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CWSRX has been closely correlated with VSGAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if CWSRX jumps, then VSGAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CWSRX
1D Price
Change %
CWSRX100%
+1.00%
VSGAX - CWSRX
92%
Closely correlated
+0.16%
VSGIX - CWSRX
92%
Closely correlated
+0.16%
VISGX - CWSRX
92%
Closely correlated
+0.17%
VEXPX - CWSRX
85%
Closely correlated
+0.34%
VEXRX - CWSRX
84%
Closely correlated
+0.35%