Industry description
The investment seeks long-term capital appreciation.
The fund invests at least 80% of its assets in equity securities of small-capitalization and mid-capitalization companies. The sub-adviser considers small and medium 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 2500 ® Index.
Market Cap
The average market capitalization across the Aristotle Small/Mid Cap Equity I-2 MF is 12.17B. The market cap for tickers in the group ranges from 4.24B to 39.56B. IT holds the highest valuation in this group at 39.56B. The lowest valued company is ITRI at 4.24B.
Volume
The average weekly volume growth across all stocks in the Aristotle Small/Mid Cap Equity I-2 MF was -9%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was 12%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 76
P/E Growth Rating: 51
Price Growth Rating: 44
SMR Rating: 51
Profit Risk Rating: 16
Seasonality Score: -26 (-100 ... +100)