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ARIOX Aristotle/Saul Global Eq I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Adobe (NASDAQ:ADBE), Lennar Corp (NYSE:LEN), Microchip Technology (NASDAQ:MCHP).

Industry description

The investment seeks to maximize long-term capital appreciation. The fund primarily invests its assets in equity securities that are listed on an exchange or that are otherwise publicly traded in the United States or in a foreign country. It may also invest in exchange-traded funds ("ETFs"). Under normal market conditions, the Global Equity Fund invests in at least three different countries, including emerging market countries, with at least 40% of its net assets invested in securities of issuers located outside the United States. The Global Equity Fund’s investments in foreign securities may include investments through ADRs, EDRs, and GDRs.

Market Cap

The average market capitalization across the Aristotle/Saul Global Eq I MF is 458.5B. The market cap for tickers in the group ranges from 778.79M to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CCO at 778.79M.

Volume

The average weekly volume growth across all stocks in the Aristotle/Saul Global Eq I MF was 8%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 67
Price Growth Rating: 49
SMR Rating: 51
Profit Risk Rating: 38
Seasonality Score: 24 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
Investment Managers Series Trust (Aristotle)803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
www.aristotlefunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SSEFX15.650.22
+1.43%
SouthernSun U.S. Equity, N
FSBCX20.070.04
+0.20%
Federated Hermes Global Allocation C
UIIFX28.14N/A
N/A
Victory International Institutional
UGTCX28.00N/A
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Victory Growth and Tax Strategy C
TCRAX57.34-0.02
-0.03%
American Century Growth A

ARIOX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that ARIOX and FCWGX have been poorly correlated (+15% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ARIOX and FCWGX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARIOX
1D Price
Change %
ARIOX100%
N/A
FCWGX - ARIOX
15%
Poorly correlated
-0.06%
FWCGX - ARIOX
15%
Poorly correlated
-0.07%
RWIHX - ARIOX
15%
Poorly correlated
-0.06%
FWGIX - ARIOX
15%
Poorly correlated
-0.06%
RWBEX - ARIOX
15%
Poorly correlated
-0.07%
More