Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of small capitalization companies. Aristotle Capital Boston, LLC, the fund's Advisor, considers small 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 2000® Index during the most recent 12-month period.
Market Cap
The average market capitalization across the Aristotle Small Cap Eq R6 MF is 4.59B. The market cap for tickers in the group ranges from 555.88M to 13.55B. AER holds the highest valuation in this group at 13.55B. The lowest valued company is ASC at 555.88M.
Volume
The average weekly volume growth across all stocks in the Aristotle Small Cap Eq R6 MF was 3%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was 52%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 56
Price Growth Rating: 49
SMR Rating: 59
Profit Risk Rating: 36
Seasonality Score: 8 (-100 ... +100)