Carillon Scout Small Fund Minimum Initial Investment
| CSSJX Fund | USD 26.34 0.29 1.09% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Carillon Scout's long-term financial health and intrinsic value.
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Carillon Scout Small Mutual Fund Minimum Initial Investment Analysis
Carillon Scout's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Based on the recorded statements, Carillon Scout Small has a Minimum Initial Investment of 0.0. This is 100.0% lower than that of the Carillon Family of Funds family and about the same as Small Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Carillon Scout
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Carillon Scout's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Carillon Fundamentals
| Total Asset | 1.48 M | ||||
| Year To Date Return | 0.30 % | ||||
| One Year Return | 2.98 % | ||||
| Three Year Return | 9.02 % | ||||
| Five Year Return | 7.55 % | ||||
| Ten Year Return | 11.02 % | ||||
| Net Asset | 268.57 M | ||||
| Equity Positions Weight | 100.00 % |
About Carillon Scout Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Carillon Scout Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Carillon Scout using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Carillon Scout 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.
Please read more on our fundamental analysis page.
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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.
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