Morningstar

Aristotle Small Cap Equity Fund Class I ARIBX

Medalist Rating as of Aug 31, 2026 See Aristotle Funds Investment Hub

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small-capitalization companies. The manager defines a small cap company as one that, at the time of initial purchase, has a market capitalization that falls within the capitalization range of the Russell 2000® Index, which measures the performance of the small-capitalization segment of the U.S. equity universe.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ARABX	Aristotle Small Cap Equity Fund Class A	No Load	Open			Oct 20, 2023	$5.90M	1.150%	Average	$1,000	$902,513.48
AIBBX	Aristotle Small Cap Equity Fund Class I-2	Institutional	Open			Oct 30, 2015	$84.79M	0.900%	Average	$0	−$69.52M
ARIBX	Aristotle Small Cap Equity Fund Class I	Institutional	Open			Jan 16, 2024	$93,317.00	0.900%	Average	$500,000	$488.75
AISBX	Aristotle Small Cap Equity Fund Class C	Level Load	Open			Oct 20, 2023	$568,019.00	1.900%	Below Average	$1,000	−$102,420.01
ARRBX	Aristotle Small Cap Equity Fund Class R6	Retirement, Large	Open			Oct 20, 2023	$172,975.00	0.850%	Average	$1M	$885.59

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