Carillon Scout Mid Fund Key Fundamental Indicators
| CSMUX Fund | USD 26.44 0.37 1.42% |
As of the 16th of February 2026, Carillon Scout shows the Mean Deviation of 0.8624, risk adjusted performance of 0.167, and Downside Deviation of 0.9287. Carillon Scout Mid technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Carillon Scout's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Carillon Scout's valuation are provided below:Carillon Scout Mid does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Carillon |
Carillon Scout 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Carillon Scout's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Carillon Scout.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Carillon Scout on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Carillon Scout Mid or generate 0.0% return on investment in Carillon Scout over 90 days. Carillon Scout is related to or competes with Chartwell Short, Carillon Chartwell, Chartwell Short, Carillon Chartwell, Eagle Growth, Eagle Growth, and Eagle Growth. Under normal circumstances, at least 80 percent of the funds net assets will be invested in mid cap equity securities More
Carillon Scout Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Carillon Scout's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Carillon Scout Mid upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9287 | |||
| Information Ratio | 0.1567 | |||
| Maximum Drawdown | 12.42 | |||
| Value At Risk | (1.51) | |||
| Potential Upside | 1.65 |
Carillon Scout Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carillon Scout's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Carillon Scout's standard deviation. In reality, there are many statistical measures that can use Carillon Scout historical prices to predict the future Carillon Scout's volatility.| Risk Adjusted Performance | 0.167 | |||
| Jensen Alpha | 0.2532 | |||
| Total Risk Alpha | 0.1903 | |||
| Sortino Ratio | 0.267 | |||
| Treynor Ratio | 0.3375 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Carillon Scout's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Carillon Scout February 16, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.167 | |||
| Market Risk Adjusted Performance | 0.3475 | |||
| Mean Deviation | 0.8624 | |||
| Semi Deviation | 0.4285 | |||
| Downside Deviation | 0.9287 | |||
| Coefficient Of Variation | 497.86 | |||
| Standard Deviation | 1.58 | |||
| Variance | 2.5 | |||
| Information Ratio | 0.1567 | |||
| Jensen Alpha | 0.2532 | |||
| Total Risk Alpha | 0.1903 | |||
| Sortino Ratio | 0.267 | |||
| Treynor Ratio | 0.3375 | |||
| Maximum Drawdown | 12.42 | |||
| Value At Risk | (1.51) | |||
| Potential Upside | 1.65 | |||
| Downside Variance | 0.8624 | |||
| Semi Variance | 0.1836 | |||
| Expected Short fall | (1.02) | |||
| Skewness | 4.38 | |||
| Kurtosis | 28.34 |
Carillon Scout Mid Backtested Returns
Carillon Scout appears to be very steady, given 3 months investment horizon. Carillon Scout Mid secures Sharpe Ratio (or Efficiency) of 0.25, which signifies that the fund had a 0.25 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Carillon Scout Mid, which you can use to evaluate the volatility of the entity. Please makes use of Carillon Scout's Risk Adjusted Performance of 0.167, downside deviation of 0.9287, and Mean Deviation of 0.8624 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.91, which signifies possible diversification benefits within a given portfolio. Carillon Scout returns are very sensitive to returns on the market. As the market goes up or down, Carillon Scout is expected to follow.
Auto-correlation | 0.84 |
Very good predictability
Carillon Scout Mid has very good predictability. Overlapping area represents the amount of predictability between Carillon Scout time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Carillon Scout Mid price movement. The serial correlation of 0.84 indicates that around 84.0% of current Carillon Scout price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.84 | |
| Spearman Rank Test | 0.72 | |
| Residual Average | 0.0 | |
| Price Variance | 0.22 |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Carillon Scout Mid has a Three Year Return of 17.6654%. This is 24.6% lower than that of the Carillon Family of Funds family and significantly higher than that of the Mid-Cap Blend category. The three year return for all United States funds is notably lower than that of the firm.
Carillon Scout Mid Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Carillon Scout's current stock value. Our valuation model uses many indicators to compare Carillon Scout value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Carillon Scout competition to find correlations between indicators driving Carillon Scout's intrinsic value. More Info.Carillon Scout Mid is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 1,605 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Carillon Scout's earnings, one of the primary drivers of an investment's value.Carillon Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Carillon Scout's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Carillon Scout could also be used in its relative valuation, which is a method of valuing Carillon Scout by comparing valuation metrics of similar companies.Carillon Scout is currently under evaluation in three year return among similar funds.
Carillon Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Carillon Scout's current stock value. Our valuation model uses many indicators to compare Carillon Scout value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Carillon Scout competition to find correlations between indicators driving Carillon Scout's intrinsic value. More Info.Carillon Scout Mid is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 1,605 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Carillon Scout's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Carillon Scout
The fund invests 99.71% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.29%) .Asset allocation divides Carillon Scout's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Carillon Fundamentals
| Total Asset | 4.73 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 8.99 % | ||||
| One Year Return | 18.25 % | ||||
| Three Year Return | 17.67 % | ||||
| Five Year Return | 8.74 % | ||||
| Ten Year Return | 11.54 % | ||||
| Net Asset | 2.68 B | ||||
| Last Dividend Paid | 0.07 | ||||
| Cash Position Weight | 0.29 % | ||||
| Equity Positions Weight | 99.71 % |
About Carillon Scout Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Carillon Scout Mid's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Carillon Scout using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Carillon Scout Mid based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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. It maintains a portfolio of investments diversified across companies and economic sectors.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format |