ARSOX : Aristotle/Saul Global Equity Fund Class I

ARSOX is a Allocation Market Total World with MODERATE fees.

ARSOX

Aristotle/Saul Global Equity Fund Class I

FI Score

40 /100

Expense Ratio Rating

8 /10

Expense Rating

2 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

40% FI Score
  • arsox
  • Mutual Fund
  • Allocation
  • Total World

Aristotle/Saul Global Equity Fund Class I

Expenses: 0.80% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Fund Summary

The investment seeks to maximize long-term capital appreciation and income. The fund primarily invests its assets in equity securities that are listed on an exchange or that are otherwise publicly traded in the United States or in a foreign country. It may also invest in exchange-traded funds ("ETFs"). Under normal market conditions, the Global Equity Fund invests in at least three different countries, including emerging market countries, with at least 40% of its net assets invested in securities of issuers located outside the United States. The Global Equity Fund’s investments in foreign securities may include investments through ADRs, EDRs, and GDRs.

Largest Holdings

Amount Holding
4.86% Microsoft Corp
4.12% Adobe Inc
3.20% PayPal Holdings Inc
3.06% Samsung Electronics Co Ltd Participating Preferred
3.00% Dassault Systemes SE
3.00% Sony Corp
2.96% Martin Marietta Materials Inc
2.95% Danaher Corp
2.93% Amgen Inc
2.68% LVMH Moet Hennessy Louis Vuitton SE
2.58% KDDI Corp
2.51% Medtronic PLC
2.45% Oshkosh Corp
2.35% AIA Group Ltd
2.32% RPM International Inc
2.30% Symrise AG
2.24% Lennar Corp
2.13% Coca-Cola Co
2.11% Alcon Inc
2.08% Microchip Technology Inc
2.04% Total SA
2.04% Hoshizaki Corp
1.99% Unilever NV
1.97% Twitter Inc
1.97% Chubb Ltd

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