OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

ARIHX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Aristotle Small/Mid Cap Equity I (ARIHX) Ownership - Who owns Aristotle Small/Mid Cap Equity I?

The investment seeks long-term capital appreciation... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

ARIHX

Net Assets

30M

Fund Existence

over 10 years

Turnover

151.00

Total Expense Ratio

0.96

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

500000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.98

Assets in Top Ten Holdings

9.29M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

574K

Fund Type

OpenEnd

Index Fund

Management Fee

0.85

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

102.00

Number of Net Holdings

103.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

21.65%

Gain YTD

-4.167

Annual Yield % from dividends

0.39

Returns for 1 year

-3.43

Returns for 3 years

-44.96

Returns for 5 years

-31.45

Returns for 10 years

-25.72

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Fundamentals

Details