Carillon Scout Mid Fund Manager Performance Evaluation
| CSMUX Fund | USD 28.67 0.07 0.24% |
The fund shows a Beta (market volatility) of 0.95, 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.
Risk-Adjusted Performance
22 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Carillon Scout Mid are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Carillon Scout showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.8500 |
Carillon |
Carillon Scout Relative Risk vs. Return Landscape
If you would invest 2,498 in Carillon Scout Mid on September 3, 2024 and sell it today you would earn a total of 369.00 from holding Carillon Scout Mid or generate 14.77% return on investment over 90 days. Carillon Scout Mid is currently producing 0.2184% returns and takes up 0.7699% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Carillon, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Carillon Scout Current Valuation
Undervalued
Today
Please note that Carillon Scout's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Carillon Scout Mid shows a prevailing Real Value of $30.63 per share. The current price of the fund is $28.67. We determine the value of Carillon Scout Mid from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Carillon Scout is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Carillon Mutual Fund. However, Carillon Scout's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 28.67 | Real 30.63 | Hype 28.67 | Naive 28.82 |
The intrinsic value of Carillon Scout's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Carillon Scout's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Carillon Scout Mid helps investors to forecast how Carillon mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Carillon Scout more accurately as focusing exclusively on Carillon Scout's fundamentals will not take into account other important factors: Carillon Scout Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carillon Scout's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Carillon Scout Mid, and traders can use it to determine the average amount a Carillon Scout's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2837
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Small Returns | CSMUX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.28 actual daily | 22 78% of assets perform better |
Based on monthly moving average Carillon Scout is performing at about 22% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carillon Scout by adding it to a well-diversified portfolio.
Carillon Scout Fundamentals Growth
Carillon Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Carillon Scout, and Carillon Scout fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Carillon Mutual Fund performance.
| Total Asset | 4.73 B | ||||
About Carillon Scout Performance
Evaluating Carillon Scout's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Carillon Scout has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Carillon Scout has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Carillon Scout Mid performance evaluation
Checking the ongoing alerts about Carillon Scout for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Carillon Scout Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 99.71% of its assets under management (AUM) in equities |
- Analyzing Carillon Scout's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Carillon Scout's stock is overvalued or undervalued compared to its peers.
- Examining Carillon Scout's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Carillon Scout's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carillon Scout's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Carillon Scout's mutual fund. These opinions can provide insight into Carillon Scout's potential for growth and whether the stock is currently undervalued or overvalued.
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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