Aristotle Core 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.
Aristotle Core Equity Fund Class A Shares ARALX
- NAV / 1-Day Return 16.94 / +0.36 %
- Total Assets 568.9M
-
Adj. Expense Ratio
0.900%
- Expense Ratio 0.900%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.08%
- Turnover 26%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 1:06 AM GMT+0
Morningstar’s Analysis ARALX
Will ARALX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the ARALX 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 ARALX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 44.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.10 | 42M | Technology |
Alphabet Inc Class A | 6.29 | 33M | Communication Services |
Microsoft Corp | 5.78 | 30M | Technology |
Apple Inc | 4.77 | 25M | Technology |
Broadcom Inc | 4.30 | 22M | Technology |
Amazon.com Inc | 4.20 | 22M | Consumer Cyclical |
Meta Platforms Inc Class A | 3.57 | 19M | Communication Services |
Darling Ingredients Inc | 2.59 | 13M | Consumer Defensive |
Costco Wholesale Corp | 2.45 | 13M | Consumer Defensive |
Chubb Ltd | 2.43 | 13M | Financial Services |
United States