Morningstar

Aristotle Small Cap Equity Fund Class R6 ARRBX

Morningstar Medalist Rating
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Medalist Rating as of See Aristotle Funds Investment Hub
  • NAV / 1-Day Return $15.98  /  −0.13 %
  • Fund Size $91.5M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.31%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis ARRBX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Aristotle Small Cap Equity R6 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
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Portfolio Holdings ARRBX

More ARRBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Huron Consulting Group Inc

2.66 2M
Industrials

AerCap Holdings NV

2.19 2M
Industrials

HA Sustainable Infrastructure Capital Inc

2.18 2M
Financial Services

Haemonetics Corp

2.09 2M
Healthcare

HealthEquity Inc

2.07 2M
Healthcare

Merit Medical Systems Inc

1.90 2M
Healthcare

Mercury Systems Inc

1.82 2M
Industrials

Charles River Laboratories International Inc

1.74 2M
Healthcare

Ardmore Shipping Corp

1.72 2M
Industrials

UMB Financial Corp

1.64 1M
Financial Services

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