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HRCIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
398.56M

HRCIX Carillon ClariVest Capital Apprec I Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

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).

Industry description

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.

Market Cap

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.

Volume

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)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, HRCIX has been closely correlated with RGAFX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if HRCIX jumps, then RGAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HRCIX
1D Price
Change %
HRCIX100%
+0.66%
RGAFX - HRCIX
79%
Closely correlated
+0.70%
RGACX - HRCIX
78%
Closely correlated
+0.69%
RGAEX - HRCIX
76%
Closely correlated
+0.71%
GFAFX - HRCIX
76%
Closely correlated
+0.69%
GFACX - HRCIX
75%
Closely correlated
+0.70%
More