ARSBX : Aristotle Small Cap Equity Fund Class I

ARSBX is a US Stocks Market Small Growth with LOW fees.

ARSBX

Aristotle Small Cap Equity Fund Class I

FI Score

39 /100

Expense Ratio Rating

8 /10

Expense Rating

1 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

39% FI Score
  • arsbx
  • Mutual Fund
  • US Stocks
  • Small Growth

Aristotle Small Cap Equity Fund Class I

Expenses: 0.90% (Better than 1% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of small capitalization companies. Aristotle Capital Boston, LLC, the fund's Advisor, considers small 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 2000® Index during the most recent 12-month period.

Largest Holdings

Amount Holding
3.02% QTS Realty Trust Inc Class A
2.79% Quidel Corp
2.35% Chemed Corp
2.21% Mercury Systems Inc
1.98% HMS Holdings Corp
1.95% Itron Inc
1.94% ALLETE Inc
1.87% Bottomline Technologies Inc
1.86% Unitil Corp
1.79% Charles River Laboratories International Inc
1.79% Carter's Inc
1.75% Prestige Consumer Healthcare Inc
1.69% Merit Medical Systems Inc
1.69% National Bank Holdings Corp Class A
1.67% Novanta Inc
1.62% 1-800-Flowers.com Inc Class A
1.59% Advanced Energy Industries Inc
1.52% ACI Worldwide Inc
1.52% The Providence Service Corp
1.51% Opus Bank
1.49% Community Healthcare Trust Inc
1.45% Silgan Holdings Inc
1.40% Stag Industrial Inc
1.37% Aspen Technology Inc
1.37% iShares Russell 2000 ETF

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