Morningstar

Aristotle Growth Equity Fund Class I ARIGX

Morningstar Medalist Rating
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Medalist Rating as of See Aristotle Funds Investment Hub
  • NAV / 1-Day Return $15.79  /  +1.48 %
  • Fund Size $167.3M
  • Adjusted Expense Ratio 0.700%
  • Net Expense Ratio 0.700%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $500,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Aristotle Growth 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 ARIGX

More ARIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.40 27M
Technology

Amazon.com Inc

6.97 12M
Consumer Cyclical

Microsoft Corp

6.27 11M
Technology

Alphabet Inc Class A

6.19 11M
Communication Services

Broadcom Inc

5.32 9M
Technology

Apple Inc

5.01 9M
Technology

Meta Platforms Inc Class A

3.85 7M
Communication Services

Visa Inc Class A

3.37 6M
Financial Services

SanDisk Corp Ordinary Shares

2.94 5M
Technology

Guardant Health Inc

2.90 5M
Healthcare

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