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AIQQX
Mutual Fund ticker: NASDAQ
AS OF
Mar 1 closing price
Price
$21.01
Change
-$0.00 (-0.00%)
Net Assets
678.8M

AIQQX Aristotle Value Equity I-2 Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Adobe (NASDAQ:ADBE), Amgen (NASDAQ:AMGN), Capital One Financial (NYSE:COF), Microchip Technology (NASDAQ:MCHP), Lennar Corp (NYSE:LEN).

Industry description

The investment seeks long-term growth of capital. The fund invests at least 80% of its assets in equity securities. It investments in equity securities may include common stocks, depository receipts, and exchange-traded funds (“ETFs”) that invest primarily in equity securities. The fund seeks to meet its investment goal by investing primarily in equity securities of domestic and foreign issuers that are listed on a U.S. exchange or that are otherwise publicly traded in the United States but may invest up to 20% of its total assets in ADRs and GDRs.

Market Cap

The average market capitalization across the Aristotle Value Equity I-2 MF is 336.9B. The market cap for tickers in the group ranges from 29.55B to 3.09T. MSFT holds the highest valuation in this group at 3.09T. The lowest valued company is ANSS at 29.55B.

Volume

The average weekly volume growth across all stocks in the Aristotle Value Equity I-2 MF was 14%. For the same stocks of the MF, the average monthly volume growth was -51% and the average quarterly volume growth was 20%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 70
P/E Growth Rating: 38
Price Growth Rating: 26
SMR Rating: 47
Profit Risk Rating: 23
Seasonality Score: 5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Investment Managers Series Trust (Aristotle)803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
www.aristotlefunds.com
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AIQQX and

Correlation & Price change

A.I.dvisor tells us that AIQQX and VTSAX have been poorly correlated (+13% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that AIQQX and VTSAX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AIQQX
1D Price
Change %
AIQQX100%
+0.67%
VTSAX - AIQQX
13%
Poorly correlated
+0.80%
VSTSX - AIQQX
12%
Poorly correlated
+0.80%
VITSX - AIQQX
12%
Poorly correlated
+0.80%
VTSMX - AIQQX
12%
Poorly correlated
+0.80%
VSMPX - AIQQX
12%
Poorly correlated
+0.80%
More