Morningstar

Aristotle Small/Mid Cap Equity Fund Class A ARAHX

Morningstar Medalist Rating
Medalist Rating as of | See Aristotle Funds Investment Hub
  • NAV / 1-Day Return 6.60  /  +1.54 %
  • Total Assets 23.5M
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.160%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.04%
  • Turnover 17%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis ARAHX

Will ARAHX outperform in the 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 ARAHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Aristotle Small/Mid Cap Equity A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ARAHX

More ARAHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MACOM Technology Solutions Holdings Inc

2.53 604,788
Technology

HA Sustainable Infrastructure Capital Inc

2.16 515,460
Financial Services

Littelfuse Inc

2.09 499,497
Technology

AerCap Holdings NV

1.85 440,984
Industrials

Permian Resources Corp Class A

1.80 430,021
Energy

FTAI Aviation Ltd

1.78 425,273
Industrials

HealthEquity Inc

1.77 423,059
Healthcare

BankUnited Inc

1.75 417,978
Financial Services

Knight-Swift Transportation Holdings Inc Class A

1.72 409,986
Industrials

Alamos Gold Inc Class A

1.64 392,296
Basic Materials

Sponsor Center