Carillon Scout Mid Fund Fundamentals
| CSMUX Fund | USD 28.67 0.07 0.24% |
Carillon Scout Mid fundamentals help investors to digest information that contributes to Carillon Scout's financial success or failures. It also enables traders to predict the movement of Carillon Mutual Fund. The fundamental analysis module provides a way to measure Carillon Scout's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Carillon Scout mutual fund.
Carillon |
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 | 7.34 % |
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.
| Competition |
Based on the latest financial disclosure, Carillon Scout Mid has a Three Year Return of 7.3409%. This is 68.67% 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 12,190 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 | 4.73 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 31.70 % | ||||
| One Year Return | 39.94 % | ||||
| Three Year Return | 7.34 % | ||||
| Five Year Return | 13.17 % | ||||
| 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.
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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.
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