Carillon Reams Core Fund Buy Hold or Sell Recommendation
| SCPEX Fund | USD 28.46 0.08 0.28% |
Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding Carillon Reams Core is 'Cautious Hold'. Macroaxis provides Carillon Reams buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SCPEX positions. The advice algorithm takes into account all of Carillon Reams' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Carillon Reams' buy or sell advice are summarized below:
Real Value 28.59 | Hype Value 28.46 | Market Value 28.46 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Carillon Reams Core given historical horizon and risk tolerance towards Carillon Reams. When Macroaxis issues a 'buy' or 'sell' recommendation for Carillon Reams Core, the advice is generated through an automated system that utilizes algorithms and statistical models.
Carillon |
Execute Carillon Reams Buy or Sell Advice
The Carillon recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Carillon Reams Core. Macroaxis does not own or have any residual interests in Carillon Reams Core or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Carillon Reams' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Carillon Reams Trading Alerts and Improvement Suggestions
| Carillon Reams Core generated a negative expected return over the last 90 days | |
| The fund generated three year return of -4.0% | |
| Carillon Reams Core maintains most of the assets in different exotic instruments. |
Carillon Reams Returns Distribution Density
The distribution of Carillon Reams' historical returns is an attempt to chart the uncertainty of Carillon Reams' future price movements. The chart of the probability distribution of Carillon Reams daily returns describes the distribution of returns around its average expected value. We use Carillon Reams Core price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Carillon Reams returns is essential to provide solid investment advice for Carillon Reams.
| Mean Return | -0.03 | Value At Risk | -0.98 | Potential Upside | 0.52 | Standard Deviation | 0.41 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Carillon Reams historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Carillon Reams Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Carillon Reams or Carillon Family of Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Carillon Reams' price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Carillon fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.07 | |
β | Beta against NYSE Composite | 0.29 | |
σ | Overall volatility | 0.42 | |
Ir | Information ratio | -0.29 |
Carillon Reams Volatility Alert
Carillon Reams Core exhibits very low volatility with skewness of -0.96 and kurtosis of 0.78. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Carillon Reams' mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Carillon Reams' mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Carillon Reams Fundamentals Vs Peers
Comparing Carillon Reams' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Carillon Reams' direct or indirect competition across all of the common fundamentals between Carillon Reams and the related equities. This way, we can detect undervalued stocks with similar characteristics as Carillon Reams or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Carillon Reams' fundamental indicators could also be used in its relative valuation, which is a method of valuing Carillon Reams by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Carillon Reams to competition |
| Fundamentals | Carillon Reams | Peer Average |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 5.06 % | 0.39 % |
| One Year Return | (1.74) % | 4.15 % |
| Three Year Return | (4.00) % | 3.60 % |
| Five Year Return | 0.79 % | 3.24 % |
| Ten Year Return | 3.98 % | 1.79 % |
| Net Asset | 603.45 M | 4.11 B |
| Cash Position Weight | (14.18) % | 10.61 % |
| Bond Positions Weight | 4.34 % | 11.24 % |
Carillon Reams Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Carillon . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 28.46 | |||
| Day Typical Price | 28.46 | |||
| Price Action Indicator | (0.04) | |||
| Period Momentum Indicator | (0.08) |
About Carillon Reams Buy or Sell Advice
When is the right time to buy or sell Carillon Reams Core? Buying financial instruments such as Carillon Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Rentals
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Check out Carillon Reams Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Carillon Reams Core information on this page should be used as a complementary analysis to other Carillon Reams' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.