Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Adobe (NASDAQ:ADBE), Capital One Financial (NYSE:COF), Lennar Corp (NYSE:LEN), Microchip Technology (NASDAQ:MCHP).
Industry description
The investment seeks long-term growth of capital.
The fund invests at least 80% of its assets in equity securities. It investments in equity securities may include common stocks, depository receipts, and exchange-traded funds (“ETFs”) that invest primarily in equity securities. The fund seeks to meet its investment goal by investing primarily in equity securities of domestic and foreign issuers that are listed on a U.S. exchange or that are otherwise publicly traded in the United States but may invest up to 20% of its total assets in ADRs and GDRs.
Market Cap
The average market capitalization across the Aristotle Value Eq I MF is 374.7B. The market cap for tickers in the group ranges from 30.22B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ANSS at 30.22B.
Volume
The average weekly volume growth across all stocks in the Aristotle Value Eq I MF was 30%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 8%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 45
Price Growth Rating: 37
SMR Rating: 53
Profit Risk Rating: 37
Seasonality Score: 23 (-100 ... +100)