Carillon Clarivest Capital Fund Fundamentals
| HRCYXDelisted Fund | USD 50.71 0.00 0.00% |
Carillon Clarivest Capital fundamentals help investors to digest information that contributes to Carillon Clarivest'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 Clarivest'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 Clarivest mutual fund.
Carillon |
Carillon Clarivest Capital Mutual Fund Three Year Return Analysis
Carillon Clarivest'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 Clarivest Three Year Return | 14.54 % |
Most of Carillon Clarivest'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 Clarivest Capital 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 Clarivest Capital has a Three Year Return of 14.5362%. This is 37.96% lower than that of the Carillon Family of Funds family and significantly higher than that of the Large Growth category. The three year return for all United States funds is notably lower than that of the firm.
Carillon Clarivest Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Carillon Clarivest's current stock value. Our valuation model uses many indicators to compare Carillon Clarivest value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Carillon Clarivest competition to find correlations between indicators driving Carillon Clarivest's intrinsic value. More Info.Carillon Clarivest Capital is one of the top funds in year to date return among similar funds. It also is one of the top funds in one year return among similar funds reporting about 3.58 of One Year Return per Year To Date Return. 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 Clarivest'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 Clarivest'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 Clarivest could also be used in its relative valuation, which is a method of valuing Carillon Clarivest by comparing valuation metrics of similar companies.Carillon Clarivest is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Carillon Clarivest
The fund invests 99.41% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.59%) .Asset allocation divides Carillon Clarivest'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 | 584.94 M | |||
| Year To Date Return | 12.44 % | |||
| One Year Return | 44.57 % | |||
| Three Year Return | 14.54 % | |||
| Five Year Return | 17.63 % | |||
| Ten Year Return | 13.94 % | |||
| Net Asset | 499.61 M | |||
| Last Dividend Paid | 0.07 | |||
| Cash Position Weight | 0.59 % | |||
| Equity Positions Weight | 99.41 % |
About Carillon Clarivest Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Carillon Clarivest Capital's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Carillon Clarivest using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Carillon Clarivest Capital 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.During normal market conditions, the fund seeks to achieve its objective by investing at least 65 percent of its net assets in common stocks of companies that have the potential for attractive long-term growth in earnings, cash flow and total worth of the company. Carillon Clarivest is traded on NASDAQ Exchange in the United States.
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Check out Risk vs Return Analysis 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 manufacturing. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Other Consideration for investing in Carillon Mutual Fund
If you are still planning to invest in Carillon Clarivest 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 Clarivest's history and understand the potential risks before investing.
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