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HSIIX
Mutual Fund ticker: NASDAQ
AS OF
Jan 14 closing price
Price
$26.85
Change
+$0.08 (+0.30%)
Net Assets
436.35M

HSIIX Carillon Eagle Small Cap Growth I Forecast, Technical & Fundamental Analysis

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

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

Industry description

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the stocks of small-capitalization companies. The fund's portfolio managers consider small-capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000® Growth Index during the most recent 12-month period.

Market Cap

The average market capitalization across the Carillon Eagle Small Cap Growth I MF is 9.22B. The market cap for tickers in the group ranges from 2.74B to 20.56B. RBA holds the highest valuation in this group at 20.56B. The lowest valued company is KWR at 2.74B.

Volume

The average weekly volume growth across all stocks in the Carillon Eagle Small Cap Growth I MF was 18%. For the same stocks of the MF, the average monthly volume growth was 40% and the average quarterly volume growth was 60%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 54
Price Growth Rating: 52
SMR Rating: 62
Profit Risk Rating: 51
Seasonality Score: 0 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, HSIIX has been closely correlated with VSGIX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if HSIIX jumps, then VSGIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HSIIX
1D Price
Change %
HSIIX100%
+0.30%
VSGIX - HSIIX
93%
Closely correlated
+0.08%
VISGX - HSIIX
93%
Closely correlated
+0.09%
VSGAX - HSIIX
93%
Closely correlated
+0.08%
VEXPX - HSIIX
89%
Closely correlated
+0.04%
VEXRX - HSIIX
88%
Closely correlated
+0.04%
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