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HRCIX
Mutual Fund ticker: NASDAQ
AS OF
Nov 13 closing price
Price
$72.27
Change
-$1.64 (-2.22%)
Net Assets
587.83M

HRCIX Carillon ClariVest Capital Apprec I Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Salesforce (NYSE:CRM).

Industry description

The investment seeks long-term capital appreciation. During normal market conditions, the fund seeks to achieve its objective by investing at least 65% 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. In addition, the portfolio management team prefers to purchase stocks that appear to be underpriced in relation to the company's long-term growth fundamentals. The strategy of the fund's portfolio management team is based upon systematic analysis of fundamental and technical factors, significantly aided by a quantitative process.

Market Cap

The average market capitalization across the Carillon ClariVest Capital Apprec I MF is 2.54T. The market cap for tickers in the group ranges from 228.89B to 4.55T. NVDA holds the highest valuation in this group at 4.55T. The lowest valued company is CRM at 228.89B.

Volume

The average weekly volume growth across all stocks in the Carillon ClariVest Capital Apprec I MF was -7%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 57
P/E Growth Rating: 52
Price Growth Rating: 29
SMR Rating: 26
Profit Risk Rating: 29
Seasonality Score: 21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Eagle Series Trust880 Carillon ParkwaySt Petersburg
Phone
N/A
Web
www.eagleasset.com
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HRCIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HRCIX has been closely correlated with VIGIX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if HRCIX jumps, then VIGIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HRCIX
1D Price
Change %
HRCIX100%
+0.05%
VIGIX - HRCIX
89%
Closely correlated
-0.24%
VIGRX - HRCIX
89%
Closely correlated
-0.24%
VIGAX - HRCIX
89%
Closely correlated
-0.24%
GAFFX - HRCIX
82%
Closely correlated
-0.01%
RGAHX - HRCIX
82%
Closely correlated
-0.01%
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