AILLX Aristotle Core Equity I-2 Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Costco Wholesale Corp (NASDAQ:COST).

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. The fund’s investments in equity securities may include common stocks, preferred stocks, convertible preferred stocks, depositary receipts, shares of publicly traded real estate investment trusts (“REITs”), exchange traded funds (“ETFs”) that invest primarily in equity securities, warrants and rights.

The average market capitalization across the Aristotle Core Equity I-2 MF is 2.4T. The market cap for tickers in the group ranges from 53.11B to 4.77T. NVDA holds the highest valuation in this group at 4.77T. The lowest valued company is AME at 53.11B.

The average weekly volume growth across all stocks in the Aristotle Core Equity I-2 MF was -34%. For the same stocks of the MF, the average monthly volume growth was -66% and the average quarterly volume growth was -53%