Carillon Chartwell Small Cap Value Fund Q4 2024 Commentary - Seeking Alpha
| CWSIX Fund | USD 14.39 0.08 0.56% |
Slightly above 51% of Chartwell Small's investor base is interested to short. The analysis of overall sentiment of trading Chartwell Small Cap mutual fund suggests that many investors are impartial at this time. Chartwell Small's investing sentiment can be driven by a variety of factors including economic data, Chartwell Small's earnings reports, geopolitical events, and overall market trends.
CHARTWELL |
Carillon Chartwell Small Cap Value Fund Q4 2024 Commentary Seeking Alpha
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Chartwell Small Fundamental Analysis
We analyze Chartwell Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Chartwell Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Chartwell Small based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Year To Date Return
Year To Date Return Comparative Analysis
Chartwell Small is currently under evaluation in year to date return among similar funds. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Chartwell Small Cap Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Chartwell Small mutual fund to make a market-neutral strategy. Peer analysis of Chartwell Small could also be used in its relative valuation, which is a method of valuing Chartwell Small by comparing valuation metrics with similar companies.
Peers
Chartwell Small Related Equities
| PSSRX | Prudential Financial | 1.22 | ||||
| RMBLX | Rmb Mendon | 1.16 | ||||
| FIDAX | Financial Industries | 1.04 | ||||
| SBFAX | 1919 Financial | 1.02 | ||||
| ICFAX | Icon Financial | 0.94 | ||||
| IAAEX | Transamerica Financial | 0.09 |
Other Information on Investing in CHARTWELL Mutual Fund
Chartwell Small financial ratios help investors to determine whether CHARTWELL Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in CHARTWELL with respect to the benefits of owning Chartwell Small security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |