Morningstar

Aristotle International Equity Fund Class I ARIFX

Morningstar Medalist Rating
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Medalist Rating as of See Aristotle Funds Investment Hub
  • NAV / 1-Day Return $13.90  /  0.00
  • Fund Size $532.9M
  • Adjusted Expense Ratio 0.790%
  • Net Expense Ratio 0.790%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $500,000
  • Investment Status Open
  • TTM Yield 1.96%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis ARIFX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Aristotle International 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.

by Morningstar Automated Analysis
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Portfolio Holdings ARIFX

More ARIFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DBS Group Holdings Ltd

5.04 26M
Financial Services

Erste Group Bank AG.

4.88 25M
Financial Services

Samsung Electronics Co Ltd

4.68 24M
Technology

Safran SA

4.49 23M
Industrials

Brookfield Corp Registered Shs -A- Limited Vtg

3.56 19M
Financial Services

Roche Holding AG Ordinary Shares new

3.45 18M
Healthcare

Sony Group Corp

3.45 18M
Technology

Techtronic Industries Co Ltd

3.34 17M
Industrials

Credicorp Ltd

3.30 17M
Financial Services

Coca-Cola Europacific Partners PLC

3.15 16M
Consumer Defensive

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