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CWSWX Carillon Chartwell Small Cap Value R-6 Forecast, Technical & Fundamental Analysis

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

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

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 R-6 MF is 3.9B. The market cap for tickers in the group ranges from 1.61B to 9.05B. BRKR holds the highest valuation in this group at 9.05B. The lowest valued company is NOMD at 1.61B.

Volume

The average weekly volume growth across all stocks in the Carillon Chartwell Small Cap Value R-6 MF was -17%. For the same stocks of the MF, the average monthly volume growth was -49% and the average quarterly volume growth was 12%

Fundamental Analysis Ratings

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

Valuation Rating: 48
P/E Growth Rating: 46
Price Growth Rating: 50
SMR Rating: 70
Profit Risk Rating: 88
Seasonality Score: -39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, CWSWX has been loosely correlated with DFFVX. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if CWSWX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CWSWX
1D Price
Change %
CWSWX100%
N/A
DFFVX - CWSWX
64%
Loosely correlated
+0.47%
DFSVX - CWSWX
63%
Loosely correlated
+0.37%
VSIAX - CWSWX
63%
Loosely correlated
N/A
VISVX - CWSWX
63%
Loosely correlated
N/A
VSIIX - CWSWX
63%
Loosely correlated
N/A