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ARIHX Aristotle Small/Mid Cap Equity 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. 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 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 I 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
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 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 ARIHX jumps, then VRTIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARIHX
1D Price
Change %
ARIHX100%
N/A
VRTIX - ARIHX
88%
Closely correlated
N/A
VSCPX - ARIHX
58%
Loosely correlated
N/A
VSCIX - ARIHX
58%
Loosely correlated
N/A
VSMAX - ARIHX
57%
Loosely correlated
N/A
NAESX - ARIHX
57%
Loosely correlated
N/A
More
Aristotle Small/Mid Cap Equity I (ARIHX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com