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.
The average market capitalization across the Aristotle Small/Mid Cap Equity C MF is 9.5B. The market cap for tickers in the group ranges from 1.81B to 36.76B. IT holds the highest valuation in this group at 36.76B. The lowest valued company is HURN at 1.81B.
The average weekly volume growth across all stocks in the Aristotle Small/Mid Cap Equity C MF was 25%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 50%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 69
P/E Growth Rating: 42
Price Growth Rating: 45
SMR Rating: 54
Profit Risk Rating: 24
Seasonality Score: 11 (-100 ... +100)