Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX)
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 R6 (HRCUX) trades at $73.21 with AI Score 44/100 (Grade C). Carillon ClariVest Capital Apprec R6 is a mutual fund focused on long-term growth by investing in undervalued companies. Market cap: $668.94M, Sector: Unknown.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for HRCUX: HRCUX 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 HRCUX against Unknown peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
HRCUX: the 1 perspectives are evenly split.
How is this calculated? →Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX) Business Overview & Investment Profile
Carillon ClariVest Capital Apprec R6 is a mutual fund seeking long-term growth by investing in undervalued companies with strong potential for earnings and cash flow growth. The fund utilizes a systematic, quantitative approach to identify and select stocks, aiming to outperform the market over the long term.
What Is the Investment Thesis for HRCUX?
Carillon ClariVest Capital Apprec R6 presents a notable research candidate for investors seeking long-term capital appreciation through exposure to growth stocks. The fund's systematic and quantitative investment approach aims to identify undervalued companies with strong growth potential. A key value driver is the fund's ability to adapt to changing market conditions and adjust its holdings accordingly. The fund's focus on long-term growth fundamentals and undervalued stocks could lead to outperformance compared to broad market indices. However, potential risks include market volatility and the possibility that the fund's investment strategies may not always achieve their intended results. The fund's beta of 1.00 indicates that it carries market risk.
Based on FMP financials and quantitative analysis
HRCUX 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 fund's portfolio management team prefers to purchase stocks that appear to be underpriced.
- The fund's strategy is based upon systematic analysis of fundamental and technical factors.
- The fund's investment process is significantly aided by a quantitative process.
What Are HRCUX's Key Strengths?
- Disciplined investment process
- Focus on undervalued growth stocks
- Potential for long-term capital appreciation
- Quantitative approach
What Are HRCUX's Weaknesses?
- Dependence on quantitative models
- Potential for underperformance in certain market conditions
- Lack of dividend income
- Higher risk compared to fixed income investments
What Could Drive HRCUX Stock Higher?
- Potential for outperformance in a rising market environment.
- Continued focus on undervalued growth stocks.
- Systematic and quantitative investment approach.
What Are the Key Risks for HRCUX?
- Market volatility could negatively impact fund performance.
- Underperformance compared to benchmark index.
- Changes in investor sentiment could lead to redemptions.
- Dependence on the accuracy of quantitative models.
What Are the Growth Opportunities for HRCUX?
- Expansion of investment universe: The fund could broaden its investment universe to include a wider range of companies and industries, potentially uncovering new opportunities for growth. This could involve exploring smaller-cap stocks or venturing into emerging markets. By expanding its investment universe, the fund could increase its chances of identifying undervalued companies with strong growth potential. The timeline for this expansion would depend on market conditions and the fund's risk tolerance.
- Enhanced quantitative analysis: The fund could further enhance its quantitative analysis capabilities by incorporating new data sources and analytical techniques. This could involve using machine learning algorithms to identify patterns and predict future stock performance. By improving its quantitative analysis, the fund could gain a competitive edge in identifying undervalued companies. The timeline for implementing these enhancements would depend on the availability of resources and the complexity of the new techniques.
- Increased marketing efforts: The fund could increase its marketing efforts to attract new investors and grow its assets under management. This could involve advertising in financial publications, attending industry conferences, and partnering with financial advisors. By increasing its marketing efforts, the fund could raise its profile and attract a larger investor base. The timeline for implementing these marketing initiatives would depend on the fund's budget and marketing strategy.
- Development of new investment products: The fund could develop new investment products that cater to specific investor needs and preferences. This could involve creating a socially responsible investment fund or a fund that focuses on a particular sector or industry. By developing new investment products, the fund could diversify its revenue streams and attract new investors. The timeline for developing these products would depend on market demand and the fund's product development capabilities.
- Strategic partnerships: The fund could form strategic partnerships with other financial institutions to expand its reach and access new markets. This could involve partnering with a brokerage firm to distribute the fund's products or collaborating with a research firm to gain access to proprietary investment insights. By forming strategic partnerships, the fund could leverage the expertise and resources of other organizations to enhance its investment capabilities and grow its business. The timeline for forming these partnerships would depend on the availability of suitable partners and the fund's strategic objectives.
What Opportunities Does HRCUX Have?
- Expansion into new markets
- Development of new investment products
- Increased marketing efforts
- Strategic partnerships
What Threats Does HRCUX Face?
- Market volatility
- Increased competition from other mutual funds
- Changes in investor sentiment
- Economic downturn
What Are HRCUX's Competitive Advantages?
- Systematic and quantitative investment approach provides a disciplined framework for decision-making.
- Focus on undervalued growth stocks offers the potential for above-average returns.
- Experienced portfolio management team with a proven track record.
What Does HRCUX Do?
Carillon ClariVest Capital Apprec R6 is a mutual fund managed by Carillon Fund Distributors. The fund's primary objective is to achieve long-term capital appreciation by investing in companies that demonstrate the potential for attractive growth in earnings, cash flow, and overall company worth. The fund was created to provide investors with access to a diversified portfolio of growth-oriented stocks selected through a disciplined and systematic investment process. The fund's investment strategy centers on identifying companies whose stocks appear to be underpriced relative to their long-term growth fundamentals. This involves a comprehensive analysis of both fundamental and technical factors, significantly aided by a quantitative process. The portfolio management team seeks to construct a portfolio that balances risk and reward, with the goal of delivering superior long-term returns to its investors. The fund's investment approach is designed to be adaptable to changing market conditions, allowing it to adjust its holdings and strategies as needed to maintain its focus on long-term growth.
What Products and Services Does HRCUX Offer?
- Invests in common stocks of companies.
- Focuses on companies with long-term growth potential.
- Purchases stocks that appear to be underpriced.
- Utilizes a systematic analysis of fundamental and technical factors.
- Employs a quantitative process to aid investment decisions.
- Seeks to achieve long-term capital appreciation.
How Does HRCUX Make Money?
- Generates revenue through management fees charged on assets under management.
- Aims to outperform its benchmark index by selecting undervalued growth stocks.
- Utilizes a quantitative investment approach to identify and analyze investment opportunities.
What Industry Does HRCUX Operate In?
Carillon ClariVest Capital Apprec R6 operates within the mutual fund industry, which is characterized by a wide range of investment strategies and objectives. The industry is highly competitive, with numerous funds vying for investor capital. Market trends such as the increasing popularity of passive investing and the growing demand for ESG-focused funds are shaping the competitive landscape. Carillon ClariVest Capital Apprec R6 differentiates itself through its focus on undervalued growth stocks and its systematic, quantitative investment approach.
Who Are HRCUX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors, such as pension funds and endowments.
- Financial advisors who recommend the fund to their clients.
HRCUX Financials
Bull Case vs Bear Case
Bull Case
- Fund's investment strategy focused on long-term capital appreciation could resonate in a market favoring sustainable growth stories.
- Recent market volatility might create buying opportunities for the fund's managers to acquire undervalued assets.
- Positive community sentiment suggests growing investor confidence in the fund's ability to navigate market uncertainties.
- The fund's diversified portfolio approach could offer a buffer against sector-specific downturns, appealing to risk-averse investors.
Bear Case
- Broader market downturns could negatively impact the fund's overall performance, regardless of its individual holdings.
- Shifting investor preferences towards higher-risk, higher-reward investments might reduce demand for funds with a capital appreciation focus.
- Negative community sentiment, even if localized, could signal concerns about the fund's short-term prospects.
- Uncertainty surrounding future economic policies could create headwinds for the fund's investment strategy, impacting returns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
HRCUX Latest News
No recent news available for HRCUX.
HRCUX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for HRCUX.
Price Targets
Wall Street price target analysis for HRCUX.
HRCUX MoonshotScore
What does this score mean?
The MoonshotScore rates HRCUX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Classification
Industry UnknownHRCUX Unknown Stock FAQ
What does Carillon ClariVest Capital Apprec R6 do?
Carillon ClariVest Capital Apprec R6 is a mutual fund that invests primarily in common stocks of companies with the potential for long-term growth. The fund's objective is to achieve capital appreciation by identifying and investing in companies that are undervalued relative to their growth prospects. The fund uses a systematic analysis of fundamental and technical factors, aided by a quantitative process, to select stocks for its portfolio. This approach aims to provide investors with a diversified portfolio of growth-oriented stocks.
What are the main risks for HRCUX?
The main risks for Carillon ClariVest Capital Apprec R6 include market volatility, which can negatively impact the value of its investments. Additionally, the fund's performance is dependent on the accuracy of its quantitative models and the ability of its portfolio management team to identify undervalued growth stocks. Changes in investor sentiment and economic downturns could also pose risks to the fund's performance. Investors should carefully consider these risks before investing in the fund.
What are the key factors to evaluate for HRCUX?
Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX) holds an AI score of 44/100 (low). Not financial advice.
How frequently does HRCUX data refresh on this page?
HRCUX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven HRCUX's recent stock price performance?
Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Disciplined investment process. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider HRCUX overvalued or undervalued right now?
Valuing Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying HRCUX?
Before investing in Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding HRCUX to a portfolio?
Key strength of Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX): Disciplined investment process. Weigh rewards against risks and diversify. Not financial advice.
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.
- The information provided is based on available data and may be subject to change.
- AI analysis is pending and will provide further insights into the fund's performance and risks.