Carillon Chartwell Short Duration High Yield Fund Q3 2024 Commentary - Seeking Alpha
| CWFIX Fund | USD 9.53 0.01 0.11% |
Slightly above 55% of Chartwell Short's investor base is interested to short. The analysis of overall sentiment of trading Chartwell Short Duration mutual fund suggests that many investors are impartial at this time. Chartwell Short's investing sentiment can be driven by a variety of factors including economic data, Chartwell Short's earnings reports, geopolitical events, and overall market trends.
Chartwell |
Carillon Chartwell Short Duration High Yield Fund Q3 2024 Commentary Seeking Alpha
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Chartwell Short Fundamental Analysis
We analyze Chartwell Short's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Chartwell Short using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Chartwell Short 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.
Three Year Return
Three Year Return Comparative Analysis
Chartwell Short is currently under evaluation in three year return among similar funds. 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.
Chartwell Short Duration Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Chartwell Short mutual fund to make a market-neutral strategy. Peer analysis of Chartwell Short could also be used in its relative valuation, which is a method of valuing Chartwell Short by comparing valuation metrics with similar companies.
Peers
Chartwell Short Related Equities
| RYMDX | Mid Cap | 1.14 | ||||
| MBXAX | Catalyst/millburn | 0.28 | ||||
| SEDIX | Saat Defensive | 0.21 | ||||
| DEDCX | Delaware Emerging | 0.13 | ||||
| ANGCX | Angel Oak | 0.12 | ||||
| PRRSX | Realestaterealreturn | 0.23 |
Other Information on Investing in Chartwell Mutual Fund
Chartwell Short financial ratios help investors to determine whether Chartwell 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 Chartwell with respect to the benefits of owning Chartwell Short security.
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