Morningstar

Aristotle Growth Equity Fund Class I ARIGX

Morningstar Medalist Rating
Medalist Rating as of | See Aristotle Funds Investment Hub
  • NAV / 1-Day Return 15.80  /  +1.48 %
  • Total Assets 194.3M
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 39%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:23 AM GMT+0

Morningstar’s Analysis ARIGX

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

  • People Pillar

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

Principal Jack Shannon

Jack Shannon

Principal

Summary

Newfound flexibility. MFS Growth is undergoing a management transition, but its team and investment process remain assets here. The portfolio is in a structurally better position now, as well. In 2025, shareholders approved a shift to nondiversified status, meaning the portfolio can become more concentrated, which gives the managers much-needed flexibility against the seemingly ever-consolidating Russell 1000 Growth index.

by Jack Shannon
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Portfolio Holdings ARIGX

More ARIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.14 32M
Technology

Apple Inc

7.93 18M
Technology

Amazon.com Inc

6.99 16M
Consumer Cyclical

Alphabet Inc Class A

6.73 15M
Communication Services

Microsoft Corp

6.72 15M
Technology

Broadcom Inc

4.72 11M
Technology

KLA Corp

4.16 9M
Technology

Visa Inc Class A

3.37 8M
Financial Services

Meta Platforms Inc Class A

3.13 7M
Communication Services

Guardant Health Inc

2.81 6M
Healthcare

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