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UMBHX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$27.09
Change
-$0.50 (-1.81%)
Net Assets
206.57M

UMBHX Carillon Chartwell Small Cap I Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

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

Industry description

The investment seeks long-term growth of capital. Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) 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. (“foreign issuers”).

Market Cap

The average market capitalization across the Carillon Chartwell Small Cap I MF is 5.62B. The market cap for tickers in the group ranges from 2.15B to 8.78B. FN holds the highest valuation in this group at 8.78B. The lowest valued company is VCEL at 2.15B.

Volume

The average weekly volume growth across all stocks in the Carillon Chartwell Small Cap I MF was -29%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -9%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 60
Price Growth Rating: 59
SMR Rating: 58
Profit Risk Rating: 41
Seasonality Score: 8 (-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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UMBHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UMBHX has been closely correlated with VEXRX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if UMBHX jumps, then VEXRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UMBHX
1D Price
Change %
UMBHX100%
-1.81%
VEXRX - UMBHX
95%
Closely correlated
-1.64%
VEXPX - UMBHX
95%
Closely correlated
-1.64%
NRGEX - UMBHX
94%
Closely correlated
-1.72%
VSGAX - UMBHX
89%
Closely correlated
-1.64%
VISGX - UMBHX
89%
Closely correlated
-1.64%
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