Carillon Scout Mid Fund Fundamentals
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Carillon Scout's long-term financial health and intrinsic value.
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Carillon Scout Mid Mutual Fund Three Year Return Analysis
Carillon Scout's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Carillon Scout Three Year Return | 3.60 % |
Most of Carillon Scout's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Carillon Scout Mid is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
CompetitionBased on the latest financial disclosure, Carillon Scout Mid has a Three Year Return of 3.605%. This is 84.61% 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 30,256 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.
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 to buy 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 buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Carillon Fundamentals
| Total Asset | 3.12 M | |||
| Annual Yield | 0.0003 % | |||
| Year To Date Return | 9.08 % | |||
| One Year Return | 18.63 % | |||
| Three Year Return | 3.60 % | |||
| Five Year Return | 9.83 % | |||
| Ten Year Return | 11.24 % | |||
| Net Asset | 3.63 B | |||
| Cash Position Weight | 0.29 % | |||
| Equity Positions Weight | 99.71 % |
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Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Other Consideration for investing in Carillon Mutual Fund
If you are still planning to invest in Carillon Scout Mid check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Carillon Scout's history and understand the potential risks before investing.
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