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

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in equity securities (mostly common stocks) of small-capitalization companies located anywhere in the United States. The fund's portfolio managers consider small-capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000® Growth Index during the most recent 12-month period.

Market Cap

The average market capitalization across the Carillon Scout Small Cap I MF is 5.87B. The market cap for tickers in the group ranges from 2.59B to 8.52B. FN holds the highest valuation in this group at 8.52B. The lowest valued company is VCEL at 2.59B.

Volume

The average weekly volume growth across all stocks in the Carillon Scout Small Cap I MF was 1%. For the same stocks of the MF, the average monthly volume growth was 106% and the average quarterly volume growth was 92%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 64
Price Growth Rating: 49
SMR Rating: 49
Profit Risk Rating: 30
Seasonality Score: 18 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Eagle Series Trust880 Carillon ParkwaySt Petersburg
Phone
N/A
Web
www.eagleasset.com
Interesting Tickers
1D
1W
1M
1Q
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Aena SME S.A.
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AKER CARBON CAPTURE ASA

UMBHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UMBHX has been closely correlated with VEXPX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if UMBHX jumps, then VEXPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UMBHX
1D Price
Change %
UMBHX100%
-2.07%
VEXPX - UMBHX
97%
Closely correlated
-1.74%
VEXRX - UMBHX
97%
Closely correlated
-1.74%
WCMNX - UMBHX
96%
Closely correlated
-2.59%
WCMLX - UMBHX
96%
Closely correlated
-2.56%
VSGAX - UMBHX
95%
Closely correlated
-1.57%
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