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AISBX Aristotle Small Cap Eq C Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of small capitalization companies. The fund adviser defines a small cap company as one that, at the time of initial purchase, has a market capitalization that falls within the capitalization range of the Russell 2000® Index, an index that tracks stocks of 2,000 of the smallest publicly traded U.S. companies of the Russell 3000® Index.

Market Cap

The average market capitalization across the Aristotle Small Cap Eq C MF is 6.09B. The market cap for tickers in the group ranges from 494.47M to 17.6B. AER holds the highest valuation in this group at 17.6B. The lowest valued company is ASC at 494.47M.

Volume

The average weekly volume growth across all stocks in the Aristotle Small Cap Eq C MF was 5%. For the same stocks of the MF, the average monthly volume growth was 42% and the average quarterly volume growth was 59%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 58
Price Growth Rating: 54
SMR Rating: 58
Profit Risk Rating: 44
Seasonality Score: 47 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Investment Managers Series Trust (Aristotle)803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
www.aristotlefunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
WSBF15.380.01
+0.07%
Waterstone Financial
ORA79.01-0.48
-0.60%
Ormat Technologies
MBLY14.99-0.50
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Mobileye Global
MAX11.74-0.63
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MediaAlpha
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NeuroSense Therapeutics Ltd

AISBX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AISBX has been closely correlated with FTHFX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if AISBX jumps, then FTHFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AISBX
1D Price
Change %
AISBX100%
-0.96%
FTHFX - AISBX
91%
Closely correlated
-0.98%
FSSNX - AISBX
23%
Poorly correlated
-1.40%
VSCIX - AISBX
21%
Poorly correlated
-1.07%
NAESX - AISBX
21%
Poorly correlated
-1.06%
VSCPX - AISBX
21%
Poorly correlated
-1.07%
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