Carillon Scout Small Fund Quote

CSSVX Fund  USD 28.18  0.09  0.32%   

Performance

4 of 100

 
Low
 
High
Insignificant

Odds Of Distress

Less than 42

 
100  
 
Zero
Below Average
Carillon Scout is trading at 28.18 as of the 28th of March 2024; that is -0.32 percent down since the beginning of the trading day. The fund's open price was 28.27. Carillon Scout has about a 42 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Carillon Scout Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund pursues its objective by investing, under normal circumstances, at least 80 percent of its net assets in equity securities of small cap companies located anywhere in the United States. Carillon Scout is traded on NASDAQ Exchange in the United States. More on Carillon Scout Small

Moving together with Carillon Mutual Fund

  0.93VSGAX Vanguard Small-cap GrowthPairCorr
  0.86VSGIX Vanguard Small-cap GrowthPairCorr
  0.93VISGX Vanguard Small-cap GrowthPairCorr
  0.91VEXPX Vanguard Explorer FundPairCorr
  0.84VEXRX Vanguard Explorer FundPairCorr
  0.91JGMIX Janus Triton FundPairCorr
  0.82JGMRX Janus Triton FundPairCorr

Carillon Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Carillon Scout's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Carillon Scout or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationSmall Growth, Carillon Family of Funds (View all Sectors)
Update Date31st of March 2024
Carillon Scout Small [CSSVX] is traded in USA and was established 28th of March 2024. The fund is listed under Small Growth category and is part of Carillon Family of Funds family. This fund currently has accumulated 364.74 M in assets under management (AUM) with no minimum investment requirementsCarillon Scout Small is currently producing year-to-date (YTD) return of 4.42%, while the total return for the last 3 years was -4.79%.
Check Carillon Scout Probability Of Bankruptcy

Instrument Allocation

Top Carillon Scout Small Mutual Fund Constituents

OMCLOmnicellStockHealth Care
GTLSChart IndustriesStockIndustrials
TPICTPI CompositesStockIndustrials
PLUSEPlus IncStockInformation Technology
NEONeoGenomicsStockHealth Care
SUPNSupernus PharmaceuticalsStockHealth Care
MOHMolina HealthcareStockHealth Care
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Carillon Scout Small Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Carillon Scout market risk premium is the additional return an investor will receive from holding Carillon Scout long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Carillon Scout. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Carillon Scout's alpha and beta are two of the key measurements used to evaluate Carillon Scout's performance over the market, the standard measures of volatility play an important role as well.

Carillon Scout Against Markets

Picking the right benchmark for Carillon Scout mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Carillon Scout mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Carillon Scout is critical whether you are bullish or bearish towards Carillon Scout Small at a given time. Please also check how Carillon Scout's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Carillon Scout without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Carillon Mutual Fund?

Before investing in Carillon Scout, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Carillon Scout. To buy Carillon Scout fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Carillon Scout. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Carillon Scout fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Carillon Scout Small fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Carillon Scout Small fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Carillon Scout Small, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Carillon Scout Small?

The danger of trading Carillon Scout Small is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Carillon Scout is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Carillon Scout. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Carillon Scout Small is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Carillon Scout Small. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in real.
You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

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When running Carillon Scout's price analysis, check to measure Carillon Scout's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Carillon Scout is operating at the current time. Most of Carillon Scout's value examination focuses on studying past and present price action to predict the probability of Carillon Scout's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carillon Scout's price. Additionally, you may evaluate how the addition of Carillon Scout to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Carillon Scout's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carillon Scout is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carillon Scout's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.