Carillon Scout Mid Fund Quote
| CSMFX Fund | USD 26.82 0.39 1.48% |
Performance16 of 100
| Odds Of DistressLess than 16
|
Carillon Scout is trading at 26.82 as of the 22nd of November 2024; that is 1.48 percent increase since the beginning of the trading day. The fund's open price was 26.43. Carillon Scout has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Carillon Scout Mid are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in mid cap equity securities. The funds portfolio managers consider mid-capitalization companies to be those companies that, at the time of initial purchase, have market capitalizations greater than 1 billion and equal to or less than the largest company in the Russell Midcap Index during the most recent 12-month period. More on Carillon Scout Mid
Moving together with Carillon Mutual Fund
| 0.76 | CWFIX | Chartwell Short Duration | PairCorr |
| 0.64 | CWFCX | Carillon Chartwell Short | PairCorr |
| 0.78 | CWFAX | Chartwell Short Duration | PairCorr |
| 0.75 | CWFRX | Carillon Chartwell Short | PairCorr |
| 0.9 | HIGCX | Eagle Growth Income | PairCorr |
| 0.92 | HIGJX | Eagle Growth Income | PairCorr |
Moving against Carillon Mutual Fund
Carillon Mutual Fund Highlights
| Fund Concentration | Carillon Family of Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Carillon Family of Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Carillon Scout Mid [CSMFX] is traded in USA and was established 22nd of November 2024. Carillon Scout is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Carillon Family of Funds family. This fund currently has accumulated 2.68 B in assets under management (AUM) with no minimum investment requirementsCarillon Scout Mid is currently producing year-to-date (YTD) return of 24.32%, while the total return for the last 3 years was 3.15%.
Check Carillon Scout Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Carillon Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Carillon Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Carillon Scout Mid Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Carillon Scout Mid Mutual Fund Constituents
| CNP | CenterPoint Energy | Stock | Utilities | |
| XEL | Xcel Energy | Stock | Utilities | |
| SPLK | Splunk Inc | Stock | Information Technology | |
| MPC | Marathon Petroleum Corp | Stock | Energy | |
| HZNP | Horizon Pharma PLC | Stock | Health Care | |
| ANET | Arista Networks | Stock | Information Technology | |
| EVRG | Evergy, | Stock | Utilities | |
| WEC | WEC Energy Group | Stock | Utilities |
Carillon Scout Mid Risk Profiles
| Mean Deviation | 0.6318 | |||
| Semi Deviation | 0.4722 | |||
| Standard Deviation | 0.8233 | |||
| Variance | 0.6778 |
Carillon Scout Against Markets
Other Information on Investing in Carillon Mutual Fund
Carillon Scout financial ratios help investors to determine whether Carillon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Carillon with respect to the benefits of owning Carillon Scout security.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |