Carillon ClariVest Capital Appreciation Fund Class R5 (HRCMX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Carillon ClariVest Capital Appreciation Fund Class R5 (HRCMX) trades at $55.61 with AI Score 44/100 (Grade C). Carillon ClariVest Capital Appreciation Fund Class R5 is a financial services company focused on long-term capital appreciation. Market cap: $451M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for HRCMX: HRCMX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates HRCMX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
HRCMX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Carillon ClariVest Capital Appreciation Fund Class R5 (HRCMX) Financial Services Profile
Carillon ClariVest Capital Appreciation Fund Class R5 seeks long-term capital appreciation by investing in common stocks of companies demonstrating potential for earnings and cash flow growth. The fund employs a systematic analysis of fundamental and technical factors, aided by a quantitative process, to identify underpriced stocks relative to their long-term growth fundamentals.
What Is the Investment Thesis for HRCMX?
Carillon ClariVest Capital Appreciation Fund Class R5 presents a compelling investment option for those seeking long-term capital appreciation through equity investments. The fund's strategy of targeting companies with strong growth potential, combined with its systematic investment process, offers a structured approach to identifying undervalued opportunities. With a beta of 1.12, the fund exhibits slightly higher volatility than the market. The fund's focus on companies with attractive long-term growth in earnings and cash flow is a key value driver. Upcoming catalysts include the potential for increased market recognition of undervalued assets, driving higher returns. However, potential risks include market volatility and the possibility of underperforming benchmark indices.
Based on FMP financials and quantitative analysis
HRCMX Key Highlights
The fund invests at least 65% of its net assets in common stocks.
- The fund focuses on companies with potential for long-term growth in earnings, cash flow, and total worth.
- The investment strategy is based upon systematic analysis of fundamental and technical factors.
- The fund's portfolio management team prefers to purchase stocks that appear to be underpriced.
- The fund has a beta of 1.12, indicating slightly higher volatility than the market.
Who Are HRCMX's Competitors?
HRCMX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| EGOHX Allspring Large Cap Core Fund - Class R | $15.80 | -0.38% | $415M | 44 |
| FEI First Trust MLP and Energy Income Fund | $9.83 | +0.20% | $445M | 45 |
| FSD First Trust High Income Long/Short Fund | $12.22 | -1.85% | $407M | 46 |
| INFIX Tortoise Energy Infrastructure and Income Fund - Institutional Class | $9.13 | +0.92% | $520M | 44 |
| MFXAX MSIFT Core Plus Fixed Income Class A | $9.54 | +0.32% | $455M | 44 |
| SOR Source Capital, Inc. | $46.29 | -0.92% | $381M | 71 |
| NCDL Nuveen Churchill Direct Lending Corp. | $12.35 | +0.00% | $610M | 86 |
| CAF Morgan Stanley China A Share Fund, Inc. | $19.33 | -1.23% | $325M | 87 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are HRCMX's Key Strengths?
Systematic investment process.
- Quantitative analysis capabilities.
- Focus on long-term growth potential.
- Experienced portfolio management team.
What Are HRCMX's Weaknesses?
Dependence on quantitative models.
- Potential for underperformance in certain market conditions.
- Limited flexibility in investment strategy.
- Higher volatility compared to some other investment options.
What Could Drive HRCMX Stock Higher?
Potential for increased market recognition of undervalued assets.
- Continued growth in earnings and cash flow of portfolio companies.
- Positive market sentiment towards growth stocks.
What Are the Key Risks for HRCMX?
Market volatility and economic downturns.
- Underperformance relative to benchmark indices.
- Changes in investor sentiment and preferences.
- Increased competition from other asset management firms.
What Are the Growth Opportunities for HRCMX?
- Expansion into new asset classes: The fund could expand its investment mandate to include other asset classes, such as real estate or private equity, to diversify its portfolio and enhance returns. This would require developing expertise in these new asset classes and establishing relationships with relevant market participants. The market size for alternative investments is substantial, with trillions of dollars in assets under management globally. Timeline: 2-3 years.
- Increased focus on ESG investing: The fund could incorporate environmental, social, and governance (ESG) factors into its investment process to attract socially responsible investors. This would involve developing an ESG scoring system and integrating ESG considerations into investment decisions. The market for ESG investments is growing rapidly, with trillions of dollars flowing into ESG-focused funds. Timeline: 1-2 years.
- Development of new investment products: The fund could develop new investment products, such as thematic ETFs or actively managed certificates, to cater to specific investor needs and preferences. This would require identifying promising investment themes and developing innovative product structures. The ETF market is experiencing rapid growth, with new ETFs being launched regularly. Timeline: 2-3 years.
- Geographic expansion: The fund could expand its operations into new geographic markets, such as Asia or Latin America, to tap into new sources of capital and investment opportunities. This would require establishing a local presence and adapting its investment strategy to the specific characteristics of each market. The emerging markets offer significant growth potential, with rapidly growing economies and increasing wealth. Timeline: 3-5 years.
- Leveraging technology for enhanced analytics: The fund can further integrate advanced technologies like AI and machine learning to refine its quantitative analysis and identify investment opportunities more efficiently. This includes enhancing predictive modeling for stock selection and risk management. The adoption of AI in asset management is growing, with potential to improve performance. Timeline: Ongoing.
What Are HRCMX's Competitive Advantages?
- Systematic investment process: The fund's systematic approach to investment analysis provides a structured and disciplined framework for identifying undervalued companies.
- Quantitative process: The fund's quantitative process enhances its ability to screen and evaluate a wide range of investment opportunities efficiently.
- Experienced portfolio management team: The fund's portfolio management team has extensive experience in equity investing and asset management.
- Established track record: The fund has a proven track record of generating long-term capital appreciation for its investors.
What Does HRCMX Do?
Carillon ClariVest Capital Appreciation Fund Class R5, operating within the financial services sector, specifically in asset management, aims to provide investors with long-term capital appreciation. The fund achieves this objective by strategically investing at least 65% of its net assets in the common stocks of companies exhibiting the potential for significant long-term growth in earnings, cash flow, and overall company worth. The fund's investment philosophy centers around identifying companies that are undervalued relative to their intrinsic growth prospects. ClariVest Asset Management, the firm behind the fund, employs a rigorous, systematic approach to investment analysis, combining both fundamental and technical factors. This analysis is significantly enhanced by a proprietary quantitative process, allowing the portfolio management team to efficiently screen and evaluate a wide range of investment opportunities. The fund's investment strategy is designed to capitalize on market inefficiencies and identify companies poised for long-term success. The fund is based in St Petersburg, SE.
What Products and Services Does HRCMX Offer?
- Invests in common stocks of companies with long-term growth potential.
- Aims for long-term capital appreciation.
- Utilizes fundamental and technical analysis.
- Employs a quantitative process to aid investment decisions.
- Focuses on companies that appear underpriced.
- Manages a portfolio of equity investments.
How Does HRCMX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Aims to outperform benchmark indices to attract and retain investors.
- Utilizes a systematic investment process to identify undervalued companies.
- Seeks to provide long-term capital appreciation for its investors.
What Industry Does HRCMX Operate In?
Carillon ClariVest Capital Appreciation Fund Class R5 operates within the asset management industry, a segment of the financial services sector characterized by intense competition and evolving market dynamics. The industry is influenced by macroeconomic factors, investor sentiment, and regulatory changes. With a market capitalization of $451M, HRCMX competes with other funds such as EGOHX, FEI, FSD, INFIX, and MFXAX. The asset management industry is experiencing growth driven by increasing demand for investment products and services, particularly from individual investors and retirement savers.
Who Are HRCMX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors, including pension funds and endowments.
- Financial advisors and wealth managers.
- Retirement savers looking for growth-oriented investments.
HRCMX Valuation & Market Position
Relative to its peer group, HRCMX's quantitative score of 44/100 is roughly in line with the peer average of 45/100.
HRCMX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's long-term strategy, indicating a positive outlook among key stakeholders.
- Community sentiment has shifted positively, with discussions highlighting strong performance relative to peers in the capital appreciation space.
- Increased interest in diversified investment strategies has led to a growing awareness of the fund, attracting new investors looking for stability.
- Recent market developments show a favorable environment for growth-oriented funds, aligning with the fund's objectives.
Bear Case
- Concerns over rising interest rates have caused some investors to question the sustainability of growth-focused funds like HRCMX.
- Social sentiment has shown some bearish discussions, particularly around volatility in the market that could impact fund performance.
- The fund's historical performance has faced scrutiny from analysts, leading to a cautious outlook among certain segments of the investment community.
- Recent regulatory changes in the investment landscape may pose challenges, creating uncertainty around the fund's operational strategies.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
HRCMX Latest News
No recent news available for HRCMX.
HRCMX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for HRCMX.
Price Targets
Wall Street price target analysis for HRCMX.
HRCMX MoonshotScore
What does this score mean?
The MoonshotScore rates HRCMX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
HRCMX Financial Services Stock FAQ
What does the AI Score mean for HRCMX?
HRCMX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Carillon ClariVest Capital Appreciation Fund Class R5 is a financial services company focused on long-term capital appreciation. The fund invests primarily in common stocks of companies with growth …
What does Carillon ClariVest Capital Appreciation Fund Class R5 do?
Carillon ClariVest Capital Appreciation Fund Class R5 is an asset management fund focused on achieving long-term capital appreciation. It primarily invests in the common stocks of companies that exhibit strong potential for growth in earnings, cash flow, and overall company value.
What are the main risks for HRCMX?
The primary risks for Carillon ClariVest Capital Appreciation Fund Class R5 include market volatility, which can impact the value of its equity holdings. Economic downturns and changes in investor sentiment can also negatively affect fund performance. Additionally, increased competition within the asset management industry poses a threat to the fund's ability to attract and retain investors.
How sensitive is HRCMX to interest rate changes?
As an equity-focused fund, HRCMX is not directly sensitive to interest rate changes in the same way as fixed-income investments. However, interest rate movements can indirectly impact the fund's performance. Rising interest rates may lead to decreased valuations for growth stocks, which constitute a significant portion of the fund's portfolio.
What is Carillon ClariVest Capital Appreciation Fund Class R5's credit quality and risk management approach?
Carillon ClariVest Capital Appreciation Fund Class R5 invests primarily in common stocks and does not hold a loan portfolio. Therefore, credit quality assessment is not directly applicable. However, the fund's risk management approach involves a systematic investment process that combines fundamental and technical analysis, aided by a quantitative process.
What are the key factors to evaluate for HRCMX?
Carillon ClariVest Capital Appreciation Fund Class R5 (HRCMX) holds an AI score of 44/100 (low). Carillon ClariVest Capital Appreciation Fund Class R5 presents a compelling investment option for those seeking long-term capital appreciation through equity investments. Not financial advice.
How frequently does HRCMX data refresh on this page?
HRCMX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven HRCMX's recent stock price performance?
Carillon ClariVest Capital Appreciation Fund Class R5 (HRCMX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Systematic investment process. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider HRCMX overvalued or undervalued right now?
Carillon ClariVest Capital Appreciation Fund Class R5 (HRCMX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for HRCMX. The information provided is based on available data and may be subject to change.
- Investment decisions should be based on individual risk tolerance and financial circumstances.