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ARIBX
Mutual Fund ticker: NASDAQ
AS OF
Jun 5 closing price
Price
$14.55
Change
+$0.01 (+0.07%)
Net Assets
139.53M

ARIBX Aristotle Small Cap Eq I 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. 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 I MF is 6.13B. The market cap for tickers in the group ranges from 389.58M to 17.6B. AER holds the highest valuation in this group at 17.6B. The lowest valued company is ASC at 389.58M.

Volume

The average weekly volume growth across all stocks in the Aristotle Small Cap Eq I MF was -2%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was 17%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 58
Price Growth Rating: 55
SMR Rating: 60
Profit Risk Rating: 47
Seasonality Score: -7 (-100 ... +100)
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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
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ARIBX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that ARIBX and FTHFX have been poorly correlated (+29% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ARIBX and FTHFX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARIBX
1D Price
Change %
ARIBX100%
N/A
FTHFX - ARIBX
29%
Poorly correlated
N/A
VSCIX - ARIBX
9%
Poorly correlated
N/A
NAESX - ARIBX
9%
Poorly correlated
N/A
VSCPX - ARIBX
9%
Poorly correlated
N/A
VSMAX - ARIBX
9%
Poorly correlated
N/A
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