The investment seeks long-term capital appreciation.
The fund invests at least 80% of its assets in equity securities of small-capitalization companies. The sub-adviser considers small capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization equal to or less than that of the largest company in the Russell 2000 ® Index. It seeks to meet its investment goal by investing primarily in equity securities of U.S. issuers but may invest up to 5% of its total assets in American Depository Receipts.
The average market capitalization across the Aristotle Small Cap Equity II I-2 MF is 4.44B. The market cap for tickers in the group ranges from 2.02B to 13.5B. AER holds the highest valuation in this group at 13.5B. The lowest valued company is HURN at 2.02B.
The average weekly volume growth across all stocks in the Aristotle Small Cap Equity II I-2 MF was -58%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was 7%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 60
Price Growth Rating: 56
SMR Rating: 58
Profit Risk Rating: 45
Seasonality Score: -15 (-100 ... +100)