The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA), Eli Lilly & Co (NASDAQ:LLY), VISA (NASDAQ:V).
The investment seeks long-term capital appreciation.
During normal market conditions, the fund seeks to achieve its objective by investing at least 65% of its net assets in common stocks of companies that have the potential for attractive long-term growth in earnings, cash flow and total worth of the company. In addition, the portfolio management team prefers to purchase stocks that appear to be underpriced in relation to the company's long-term growth fundamentals. The strategy of the fund's portfolio management team is based upon systematic analysis of fundamental and technical factors, significantly aided by a quantitative process.
The average market capitalization across the Carillon ClariVest Capital Apprec I MF is 954.03B. The market cap for tickers in the group ranges from 526.58B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is V at 526.58B.
The average weekly volume growth across all stocks in the Carillon ClariVest Capital Apprec I MF was -7%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was -24%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 71
P/E Growth Rating: 35
Price Growth Rating: 30
SMR Rating: 36
Profit Risk Rating: 22
Seasonality Score: -4 (-100 ... +100)