Carillon Eagle Buy Hold or Sell Recommendation

HSRSX -- USA Fund  

USD 51.77  0.10  0.19%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Carillon Eagle Small Cap Growth is 'Strong Hold'. Macroaxis provides Carillon Eagle buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HSRSX positions. The advice algorithm takes into account all of Carillon Eagle Small available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from HSRSX buy-and-hold prospective. Please also check Carillon Eagle Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Carillon EagleBuy Carillon Eagle
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Carillon Eagle Small Cap Growth has a risk adjusted performance of (0.034222), jensen alpha of (0.032184), total risk alpha of (0.024923), sortino ratio of 0.0 and treynor ratio of (0.05)
Macroaxis buy, hold, or sell recommendation tool can be used to complement Carillon Eagle buy or sell advice provided by experts. It analyzes the fund potential to grow against your specific risk preferences and investment horizon. Please makes use of Carillon Eagle Price to Book and Five Year Return to make buy, hold, or sell decision on Carillon Eagle Small.

Carillon Eagle Trading Alerts and Improvement Suggestions

Carillon Eagle Returns Distribution Density

Mean Return0.05Value At Risk2.89
Potential Upside1.81Standard Deviation1.40
 Return Density 
      Distribution 

Carillon Eagle Greeks

α
Alpha over DOW
=0.03
β
Beta against DOW=1.16
σ
Overall volatility
=1.39
Ir
Information ratio =0.03

Carillon Eagle Volatility Alert

Carillon Eagle Small Cap Growth exhibits very low volatility with skewness of -0.67 and kurtosis of 0.07. However, we advise investors to further study Carillon Eagle Small Cap Growth technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Carillon Eagle to competition

Carillon Eagle Fundamental Vs Peers

FundamentalsCarillon EaglePeer Average
Price to Earning25.43 6.53 
Price to Book3.02 0.74 
Price to Sales1.66 0.61 
One Year Return5.23 4.15 
Three Year Return29.14 3.60 
Five Year Return5.61 3.24 
Ten Year Return7.61 1.79 
Net Asset4.14 B4.11 B
Cash Position Weight1.53 10.61 
Equity Positions Weight98.47 63.90 
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