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HIGUX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$23.91
Change
-$0.22 (-0.91%)
Net Assets
592.77M

HIGUX Carillon Eagle Growth & Income R6 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

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), Merck & Co (NYSE:MRK), Chevron Corp (NYSE:CVX), Union Pacific Corp (NYSE:UNP), Goldman Sachs Group (NYSE:GS), 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 R6 MF is 631.71B. The market cap for tickers in the group ranges from 64.29B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is PNC at 64.29B.

Volume

The average weekly volume growth across all stocks in the Carillon Eagle Growth & Income R6 MF was 56%. For the same stocks of the MF, the average monthly volume growth was 41% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 43
Price Growth Rating: 40
SMR Rating: 39
Profit Risk Rating: 20
Seasonality Score: 17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, HIGUX has been closely correlated with FFFMX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if HIGUX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HIGUX
1D Price
Change %
HIGUX100%
-0.91%
FFFMX - HIGUX
81%
Closely correlated
-5.09%
FFMMX - HIGUX
81%
Closely correlated
-5.07%
RMFEX - HIGUX
64%
Loosely correlated
-5.03%
RMFCX - HIGUX
63%
Loosely correlated
-4.98%
RMEBX - HIGUX
63%
Loosely correlated
-4.94%
More