Morningstar

Aristotle Core Equity Fund Class I ARILX

Morningstar Medalist Rating
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Medalist Rating as of See Aristotle Funds Investment Hub
  • NAV / 1-Day Return $18.42  /  +1.15 %
  • Fund Size $698.4M
  • Adjusted Expense Ratio 0.650%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $500,000
  • Investment Status Open
  • TTM Yield 0.23%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis ARILX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Aristotle Core 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 ARILX

More ARILX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Technology

Microsoft Corp

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Technology

Alphabet Inc Class A

6.13 44M
Communication Services

Apple Inc

4.84 34M
Technology

Amazon.com Inc

4.14 30M
Consumer Cyclical

Broadcom Inc

4.11 29M
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Meta Platforms Inc Class A

3.79 27M
Communication Services

Guardant Health Inc

3.03 22M
Healthcare

Applied Materials Inc

2.87 20M
Technology

Advanced Micro Devices Inc

2.84 20M
Technology

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