Aristotle Funds Financials
| ARAHX Fund | 8.06 0.05 0.62% |
Aristotle |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Aristotle Funds Fund Summary
Aristotle Funds competes with Virtus Real, and Tiaa Cref. The fund invests at least 80 percent of its assets in equity securities of small-capitalization and mid-capitalization companies. The sub-adviser considers small and medium capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization equal to or less than that of the largest company in the Russell 2500 Index.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Aristotle Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
Aristotle Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aristotle Funds's current stock value. Our valuation model uses many indicators to compare Aristotle Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aristotle Funds competition to find correlations between indicators driving Aristotle Funds's intrinsic value. More Info.Aristotle Funds Series is the top fund in annual yield among similar funds. It also is the top fund in net asset among similar funds making up about 4,313,671,111 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Aristotle Funds' earnings, one of the primary drivers of an investment's value.Aristotle Funds Series Systematic Risk
Aristotle Funds' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Aristotle Funds volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Aristotle Funds Series correlated with the market. If Beta is less than 0 Aristotle Funds generally moves in the opposite direction as compared to the market. If Aristotle Funds Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Aristotle Funds Series is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Aristotle Funds is generally in the same direction as the market. If Beta > 1 Aristotle Funds moves generally in the same direction as, but more than the movement of the benchmark.
Aristotle Funds November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Aristotle Funds help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Aristotle Funds Series. We use our internally-developed statistical techniques to arrive at the intrinsic value of Aristotle Funds Series based on widely used predictive technical indicators. In general, we focus on analyzing Aristotle Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Aristotle Funds's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.01 | |||
| Information Ratio | 0.0024 | |||
| Maximum Drawdown | 6.16 | |||
| Value At Risk | (1.38) | |||
| Potential Upside | 1.75 |
Other Information on Investing in Aristotle Mutual Fund
Aristotle Funds financial ratios help investors to determine whether Aristotle Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aristotle with respect to the benefits of owning Aristotle Funds security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |