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 6.01B. The market cap for tickers in the group ranges from 751.48M to 17.6B. AER holds the highest valuation in this group at 17.6B. The lowest valued company is ASC at 751.48M.
Volume
The average weekly volume growth across all stocks in the Aristotle Small Cap Eq I MF was 14%. For the same stocks of the MF, the average monthly volume growth was 35% and the average quarterly volume growth was 46%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 53
Price Growth Rating: 47
SMR Rating: 61
Profit Risk Rating: 30
Seasonality Score: -9 (-100 ... +100)