Aristotle Small/Mid Cap Equity I 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 Small/Mid Cap Equity Fund Class I ARIHX
- NAV / 1-Day Return 7.46 / +1.08 %
- Total Assets 22.8M
-
Adj. Expense Ratio
0.960%
- Expense Ratio 0.850%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 500,000
- Status Open
- TTM Yield 0.07%
- Turnover 17%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:38 AM GMT+0
Morningstar’s Analysis ARIHX
Will ARIHX 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 ARIHX 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 ARIHX’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 22.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Advanced Energy Industries Inc | 2.92 | 637,352 | Industrials |
MACOM Technology Solutions Holdings Inc | 2.75 | 600,477 | Technology |
Alamos Gold Inc Class A | 2.67 | 584,566 | Basic Materials |
Permian Resources Corp Class A | 2.37 | 517,031 | Energy |
HA Sustainable Infrastructure Capital Inc | 2.31 | 504,835 | Financial Services |
Range Resources Corp | 2.19 | 478,637 | Energy |
AerCap Holdings NV | 1.97 | 430,608 | Industrials |
BankUnited Inc | 1.85 | 403,640 | Financial Services |
FTAI Aviation Ltd | 1.83 | 399,105 | Industrials |
HealthEquity Inc | 1.79 | 391,442 | Healthcare |
United States