UMBHX Carillon Chartwell Small Cap I Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital. Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in common stocks of small capitalization U.S. companies. The fund typically invests in common stocks, including U.S. dollar denominated securities of issuers based outside the U.S. (“foreign issuers”).

The average market capitalization across the Carillon Chartwell Small Cap I MF is 5.16B. The market cap for tickers in the group ranges from 2.1B to 7.56B. AIT holds the highest valuation in this group at 7.56B. The lowest valued company is PI at 2.1B.

The average weekly volume growth across all stocks in the Carillon Chartwell Small Cap I MF was 68%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was 112%