Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX) Investment Research Dashboard
About Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX) stock analysis
Get live HRCUX stock price $75.00, comprehensive Carillon ClariVest Capital Appreciation Fund Class R6 stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time HRCUX stock data and investment insights.
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Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX) Overview
Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, HRCUX trades at $75.00 with a market capitalization of 644.36M . Over the past 52 weeks, HRCUX has traded between $61.64 and $77.62 , with the current price positioned at approximately ...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 644.36M
- Current price: $75.00
- 52-week range: $61.64 - $77.62
- P/E ratio: 34.12
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
This fund's primary goal is to generate significant capital appreciation over an extended period. Under typical market conditions, it aims to achieve this by allocating a minimum of 65% of its total assets to equity securities of companies demonstrat...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Website
- https://www.rjinvestmentmanagement.com/our-funds/fund-strategies/clarivest/capital-appreciation-fund
- Address
- 880 Carillon Parkway
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 34.1)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Carillon ClariVest Capital Appreciation Fund Class R6 shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Carillon ClariVest Capital Appreciation Fund Class R6
- ⚠Investors should consider how Carillon ClariVest Capital Appreciation Fund Class R6 fits within their overall portfolio allocation
- ⚠Premium valuation (P/E: 34.1) requires strong growth to justify
Market Cap
644.36M
P/E Ratio (TTM)
34.12
Beta
1.19
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
98/100 ⭐⭐⭐⭐⭐
- Overall
- +2.2%
- NYSE
- +2.6%
- NASDAQ
- +1.8%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Financial Services | +2.2% | +3.1% | +4.3% | 19.3 | 98/100⭐⭐⭐⭐⭐ |
| Healthcare | +0.7% | +1.3% | +1.6% | 24.1 | 78/100⭐⭐⭐⭐⭐ |
| Communication Services | +1.4% | -0.7% | +2.9% | 22.2 | 74/100⭐⭐⭐⭐⭐ |
| Consumer Defensive | -0.2% | +1.8% | +0.7% | 29.8 | 64/100⭐⭐⭐⭐ |
| Basic Materials | +0.4% | +1.2% | -0.2% | 25.2 | 61/100⭐⭐⭐⭐ |
| Real Estate | -0.5% | +0.0% | -2.4% | 29.2 | 46/100⭐⭐⭐ |
| Energy | -2.1% | -3.7% | -4.1% | 19.1 | 39/100⭐⭐ |
| Utilities | -1.0% | +0.0% | -4.4% | 26.8 | 35/100⭐⭐ |
| Industrials | +0.6% | +0.4% | -9.9% | 30.1 | 23/100⭐ |
| Consumer Cyclical | +0.5% | -1.5% | -5.8% | 43.0 | 18/100⭐ |
| Technology | +0.6% | -1.6% | -7.2% | 40.7 | 15/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-28.