Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small-capitalization companies. The manager 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, which measures the performance of the small-capitalization segment of the U.S. equity universe.
Volume
The average weekly volume growth across all stocks in the Aristotle Small Cap Equity R6 MF was -21%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was 28%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 49
P/E Growth Rating: 51
Price Growth Rating: 51
SMR Rating: 61
Profit Risk Rating: 54
Seasonality Score: 40 (-100 ... +100)