AISHX Aristotle Small/Mid Cap Equity C Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Small Blend

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A.I.Advisor

published Highlights

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 C MF is 10.82B. The market cap for tickers in the group ranges from 2.25B to 26.99B. MTSI holds the highest valuation in this group at 26.99B. The lowest valued company is ACHC at 2.25B.

Volume

The average weekly volume growth across all stocks in the Aristotle Small/Mid Cap Equity C MF was 3%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

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

Valuation Rating: 52

P/E Growth Rating: 59

Price Growth Rating: 56

SMR Rating: 51

Profit Risk Rating: 66

Seasonality Score: 3 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

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AISHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AISHX has been closely correlated with VRTIX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if AISHX jumps, then VRTIX could also see price increases.

Ticker / NAME	Correlation To AISHX	1D Price Change %
AISHX	100%	N/A
VRTIX - AISHX	88% Closely correlated	N/A
VSMAX - AISHX	58% Loosely correlated	N/A
VSCPX - AISHX	58% Loosely correlated	N/A
VSCIX - AISHX	58% Loosely correlated	N/A
NAESX - AISHX	58% Loosely correlated	N/A
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