Skip to Content
Morningstar

Aristotle Growth Equity A ARAGX

Morningstar Medalist Rating
Medalist Rating as of | See Aristotle Funds Investment Hub
  • NAV / 1-Day Return 9.15  /  −0.11 %
  • Total Assets 305.1 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 10%

USD | NAV as of May 18, 2024 | 1-Day Return as of May 18, 2024, 12:32 AM GMT+0

Morningstar’s Analysis ARAGX

Will ARAGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARAGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ARAGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ARAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Aristotle Growth Equity A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ARAGX

More ARAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.54 36.3 Mil
Technology

NVIDIA Corp

10.90 31.5 Mil
Technology

Apple Inc

8.55 24.8 Mil
Technology

Amazon.com Inc

7.63 22.1 Mil
Consumer Cyclical

Alphabet Inc Class A

7.34 21.2 Mil
Communication Services

Visa Inc Class A

4.19 12.1 Mil
Financial Services

Meta Platforms Inc Class A

3.39 9.8 Mil
Communication Services

ServiceNow Inc

2.69 7.8 Mil
Technology

Synopsys Inc

2.63 7.6 Mil
Technology

The Home Depot Inc

2.57 7.4 Mil
Consumer Cyclical