Carillon Scout Small Fund Quote

CSSVX Fund  USD 29.42  0.15  0.51%   

Performance

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Weak
 
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Odds Of Distress

Low

 
High
 
Low
Carillon Scout is trading at 29.42 as of the 20th of July 2025; that is 0.51% down since the beginning of the trading day. The fund's open price was 29.57. Carillon Scout has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets 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. . More on Carillon Scout Small

Moving together with Carillon Mutual Fund

  0.97CWFIX Chartwell Short DurationPairCorr
  0.97CWFCX Carillon Chartwell ShortPairCorr
  0.98CWFAX Chartwell Short DurationPairCorr
  0.97CWFRX Carillon Chartwell ShortPairCorr
  0.99HIGCX Eagle Growth IncomePairCorr
  0.99HIGJX Eagle Growth IncomePairCorr

Carillon Mutual Fund Highlights

Fund ConcentrationCarillon Family of Funds, Large Funds, Small Growth Funds, Small Growth, Carillon Family of Funds (View all Sectors)
Update Date30th of June 2025
Carillon Scout Small [CSSVX] is traded in USA and was established 20th of July 2025. Carillon Scout is listed under Carillon Family of Funds category by Fama And French industry classification. 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 0.41%, while the total return for the last 3 years was 9.48%.
Check Carillon Scout Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Carillon Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Carillon Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Carillon Scout Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Carillon Scout Small Mutual Fund Constituents

NSPInsperityStockIndustrials
VCELVericel Corp OrdStockHealth Care
MNROMonro Muffler BrakeStockConsumer Discretionary
GTLSChart IndustriesStockIndustrials
CNSCohen SteersStockFinancials
AMNAMN Healthcare ServicesStockHealth Care
SUPNSupernus PharmaceuticalsStockHealth Care
BRKRBrukerStockHealth Care
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Carillon Scout Small Risk Profiles

Carillon Scout Against Markets

Other Information on Investing in Carillon Mutual Fund

Carillon Scout financial ratios help investors to determine whether Carillon 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 Carillon with respect to the benefits of owning Carillon Scout security.
Price Exposure Probability
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Equity Valuation
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Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets