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ARIHX Aristotle Small/Mid Cap Equity I Forecast, Technical & Fundamental Analysis

Category SmallBlend
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 I MF is 12.39B. The market cap for tickers in the group ranges from 4.24B to 40.33B. IT holds the highest valuation in this group at 40.33B. The lowest valued company is ITRI at 4.24B.

Volume

The average weekly volume growth across all stocks in the Aristotle Small/Mid Cap Equity I MF was 2%. For the same stocks of the MF, the average monthly volume growth was 41% and the average quarterly volume growth was 49%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 55
Price Growth Rating: 55
SMR Rating: 49
Profit Risk Rating: 26
Seasonality Score: 37 (-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
Pacific Funds700 Newport Center Drive Post Offfice Box 7500Newport Beach
Phone
(800) 722-2333
Web
www.pacificlife.com
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ARIHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ARIHX has been loosely correlated with FTHFX. These tickers have moved in lockstep 39% of the time. This A.I.-generated data suggests there is some statistical probability that if ARIHX jumps, then FTHFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARIHX
1D Price
Change %
ARIHX100%
-1.20%
FTHFX - ARIHX
39%
Loosely correlated
-0.98%
FSSNX - ARIHX
-4%
Poorly correlated
-1.40%
VSCPX - ARIHX
-5%
Poorly correlated
-1.07%
VSMAX - ARIHX
-6%
Poorly correlated
-1.06%
NAESX - ARIHX
-6%
Poorly correlated
-1.06%
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