Carillon Scout Small Fund Quote
| CSSJX Fund | USD 24.41 0.22 0.89% |
PerformanceVery Weak
| Odds Of DistressLow
|
Carillon Scout is trading at 24.41 as of the 21st of March 2025; that is 0.89 percent decrease since the beginning of the trading day. The fund's open price was 24.63. Carillon Scout has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in common stocks of small capitalization U.S. companies. The fund typically invests in common stocks, including U.S. dollar denominated securities of issuers based outside the U.S. . More on Carillon Scout Small
Moving together with Carillon Mutual Fund
| 0.8 | HIGCX | Eagle Growth Income | PairCorr |
| 0.85 | HIGUX | Eagle Growth Income | PairCorr |
| 0.95 | CWSGX | Chartwell Small Cap | PairCorr |
Moving against Carillon Mutual Fund
Carillon Mutual Fund Highlights
| Fund Concentration | Carillon Family of Funds, Large Funds, Small Growth Funds, Small Growth, Carillon Family of Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Carillon Scout Small [CSSJX] is traded in USA and was established 21st of March 2025. Carillon Scout is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Carillon Family of Funds family. This fund currently has accumulated 268.57 M in assets under management (AUM) with no minimum investment requirementsCarillon Scout Small is currently producing year-to-date (YTD) return of 0.3%, while the total return for the last 3 years was 2.34%.
Check Carillon Scout Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Carillon Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Carillon Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Carillon Scout Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Carillon Scout Small Mutual Fund Constituents
| ENTG | Entegris | Stock | Information Technology | |
| MGNI | Magnite | Stock | Communication Services | |
| MEDP | Medpace Holdings | Stock | Health Care | |
| VCEL | Vericel Corp Ord | Stock | Health Care | |
| OMCL | Omnicell | Stock | Health Care | |
| SUPN | Supernus Pharmaceuticals | Stock | Health Care | |
| SMTC | Semtech | Stock | Information Technology | |
| BCPC | Balchem | Stock | Materials |
Carillon Scout Small Risk Profiles
| Mean Deviation | 1.41 | |||
| Standard Deviation | 2.1 | |||
| Variance | 4.42 | |||
| Risk Adjusted Performance | (0.15) |
Carillon Scout Against Markets
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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