Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Home Depot (NYSE:HD), Chevron Corp (NYSE:CVX), Goldman Sachs Group (NYSE:GS), Merck & Co (NYSE:MRK), Union Pacific Corp (NYSE:UNP), PNC Financial Services Group (NYSE:PNC).
Industry description
The investment seeks long-term capital appreciation and, secondarily, seeks current income.
The fund invests primarily in domestic equity securities (predominantly common stocks) that the portfolio managers believe are high-quality, financially strong companies that pay above-market dividends, have cash resources (i.e. free cash flow) and a history of raising dividends. It generally invests in mid- and large-capitalization companies that are diversified across different industries and sectors.
Market Cap
The average market capitalization across the Carillon Eagle Growth & Income I MF is 768.78B. The market cap for tickers in the group ranges from 75.31B to 3.93T. MSFT holds the highest valuation in this group at 3.93T. The lowest valued company is PNC at 75.31B.
Volume
The average weekly volume growth across all stocks in the Carillon Eagle Growth & Income I MF was -11%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was -22%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 74
P/E Growth Rating: 43
Price Growth Rating: 37
SMR Rating: 30
Profit Risk Rating: 28
Seasonality Score: -52 (-100 ... +100)