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Morningstar

Aristotle International Eq I ARIFX

Morningstar Medalist Rating
Medalist Rating as of | See Aristotle Funds Investment Hub
  • NAV / 1-Day Return 10.80  /  +0.09 %
  • Total Assets 626.7 Mil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield —
  • Turnover 16%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:09 AM GMT+0

Morningstar’s Analysis ARIFX

Will ARIFX 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 ARIFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ARIFX 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 ARIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Aristotle International Eq I's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ARIFX

More ARIFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Industrials

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Cameco Corp

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Consumer Cyclical

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Technology