Aristotle Funds Competition

AISHX Fund

6.02 0.04 0.67%

Aristotle Funds Series competes with Artisan Small, Df Dent, Guidemark Smallmid, Champlain Small, and Eagle Small; as well as few others. The fund is listed under Small Blend category and is part of Aristotle Funds family. Analyzing Aristotle Funds competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Aristotle Funds to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Aristotle Funds Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Aristotle Funds competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
4.53	6.02	7.51

Details

Intrinsic

Valuation

Low	Real	High
4.65	6.14	7.63

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Aristotle Funds. Your research has to be compared to or analyzed against Aristotle Funds' peers to derive any actionable benefits. When done correctly, Aristotle Funds' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Aristotle Funds Series.

Aristotle Funds Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Aristotle Funds and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Aristotle and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Aristotle Funds Series does not affect the price movement of the other competitor.

	APDSX	DFDSX	GMSMX	CIPNX	HRSCX	MMSCX	UMBHX
APDSX		0.89	0.79	0.84	0.92	0.89	0.86	APDSX
DFDSX	0.89		0.94	0.96	0.97	0.99	0.98	DFDSX
GMSMX	0.79	0.94		0.92	0.91	0.93	0.94	GMSMX
CIPNX	0.84	0.96	0.92		0.95	0.97	0.94	CIPNX
HRSCX	0.92	0.97	0.91	0.95		0.98	0.97	HRSCX
MMSCX	0.89	0.99	0.93	0.97	0.98		0.98	MMSCX
UMBHX	0.86	0.98	0.94	0.94	0.97	0.98		UMBHX
	APDSX	DFDSX	GMSMX	CIPNX	HRSCX	MMSCX	UMBHX

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Risk-Adjusted Indicators

There is a big difference between Aristotle Mutual Fund performing well and Aristotle Funds Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Aristotle Funds' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
APDSX	0.99	(0.06)	0.00	(0.02)	0.00	0.00	1.96	(2.17)	8.50
DFDSX	0.76	(0.03)	(0.02)	0.00	1.01	(0.80)	1.57	(1.32)	8.01
GMSMX	0.79	0.01	(0.01)	0.05	1.03	(0.84)	1.74	(1.23)	9.09
CIPNX	0.95	(0.07)	0.00	(0.02)	0.00	0.00	1.64	(1.65)	16.78
HRSCX	0.84	(0.03)	(0.02)	0.00	1.23	(0.79)	1.87	(1.61)	8.82
MMSCX	0.86	(0.04)	(0.02)	0.00	1.12	(0.92)	1.69	(1.54)	10.02
UMBHX	0.97	0.00	0.01	0.02	1.09	(1.11)	1.96	(1.84)	9.17

Unable to evaluate fundamental data of [APDSX, DFDSX, GMSMX, CIPNX, HRSCX, MMSCX, UMBHX] at this time. Please try again later

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Aristotle Funds Competitive Analysis

The better you understand Aristotle Funds competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Aristotle Funds' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Aristotle Funds' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

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	AISHX	APDSX	DFDSX	GMSMX	CIPNX	HRSCX	MMSCX	UMBHX
	0.67 6.02 Aristotle	0.19 36.28 Artisan	0.28 24.81 DFDSX	0.75 21.39 Guidemark	0.31 22.73 Champlain	0.16 25.31 Eagle	0.09 10.85 Praxis	0.18 32.65 Scout
Market Volatility (90 Days Market Risk)	Not too volatile	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Weak	Insignificant	Very Weak	Weak	Weak	Insignificant
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy
Holdings Turnover	13.19 %	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Net Asset	42.71 M	1.78 B	93.82 M	63.7 M	2.52 B	650.32 M	155.31 M	268.57 M
Minimum Initial Investment	1 K	N/A	N/A	N/A	1000 K	N/A	N/A	10 K
Price To Book	N/A	N/A	3.09 X	1.95 X	N/A	3.02 X	2.81 X	2.40 X
Five Year Return	N/A	5.62 %	8.02 %	10.29 %	8.04 %	5.66 %	7.05 %	8.67 %
One Year Return	(10.77) %	19.55 %	13.97 %	11.61 %	18.01 %	17.15 %	11.03 %	24.00 %
Last Dividend Paid	N/A	N/A	N/A	0.02	N/A	N/A	N/A	0.01
Price To Earning	N/A	N/A	29.30 X	1.48 X	N/A	0.94 X	25.49 X	23.53 X
Price To Sales	N/A	N/A	1.85 X	0.94 X	N/A	1.66 X	1.81 X	1.45 X
Cash Position Weight	10.79 %	0.82 %	0.95 %	1.01 %	2.91 %	N/A	0.76 %	0.60 %
Equity Positions Weight	89.21 %	99.18 %	99.05 %	98.99 %	97.09 %	100.00 %	98.31 %	99.40 %
Three Year Return	13.63 %	(2.22) %	0.16 %	2.84 %	3.31 %	(0.25) %	2.14 %	2.31 %
Annual Yield	0.01 %	N/A	N/A	0 %	N/A	N/A	0.01 %	N/A
Year To Date Return	8.49 %	16.58 %	12.17 %	11.84 %	15.63 %	13.83 %	8.71 %	21.28 %
Ten Year Return	N/A	16.71 %	N/A	8.71 %	12.14 %	11.17 %	6.38 %	12.13 %
Daily Balance Of Power	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	6.02	36.28	24.81	21.39	22.73	25.31	10.85	32.65
Period Momentum Indicator	0.04	0.07	(0.07)	0.16	(0.07)	0.04	(0.01)	(0.06)
Rate Of Daily Change	1.01	1.0	1.0	1.01	1.0	1.0	1.0	1.0
Day Median Price	6.02	36.28	24.81	21.39	22.73	25.31	10.85	32.65
Price Action Indicator	0.02	0.035	(0.04)	0.08	(0.04)	0.02	(0.01)	(0.03)
Coefficient Of Variation	(1,178)	(8,114)	10175.18	4893.69	(10,154)	9183.52	24847.51	3230.47
Mean Deviation	0.8287	0.9894	0.7635	0.787	0.951	0.8446	0.8592	0.9722
Jensen Alpha	(0.14)	(0.06)	(0.03)	0.0076	(0.07)	(0.03)	(0.04)	(0)
Total Risk Alpha	(0.18)	(0.07)	(0.03)	(0.02)	(0.08)	(0.03)	(0.04)	(0.01)
Sortino Ratio	N/A	N/A	(0.02)	(0.01)	N/A	(0.02)	(0.02)	0.0067
Downside Variance	N/A	N/A	1.07	1.16	N/A	1.76	1.33	1.35
Standard Deviation	1.46	1.4	1.06	1.16	1.78	1.19	1.27	1.32
Kurtosis	16.45	3.37	4.62	6.23	22.61	4.28	7.37	4.17
Potential Upside	1.39	1.96	1.57	1.74	1.64	1.87	1.69	1.96
Treynor Ratio	(0.44)	(0.02)	4.0E-4	0.0521	(0.02)	0.0023	(0)	0.0212
Maximum Drawdown	13.05	8.5	8.01	9.09	16.78	8.82	10.02	9.17
Variance	2.13	1.95	1.13	1.34	3.15	1.42	1.62	1.75
Market Risk Adjusted Performance	(0.43)	(0.01)	0.0104	0.0621	(0.01)	0.0123	0.0066	0.0312
Risk Adjusted Performance	(0.06)	(0.01)	0.0103	0.0193	(0)	0.012	0.007	0.0285
Skewness	(2.35)	(1.17)	0.3352	0.7741	(2.99)	0.2976	1.15	0.9332
Semi Deviation	N/A	N/A	1.01	1.03	N/A	1.23	1.12	1.09
Information Ratio	(0.11)	(0.04)	(0.02)	(0.01)	(0.03)	(0.02)	(0.02)	0.0058
Value At Risk	(1.43)	(2.17)	(1.32)	(1.23)	(1.65)	(1.61)	(1.54)	(1.84)
Expected Short fall	N/A	N/A	(0.80)	(0.84)	N/A	(0.79)	(0.92)	(1.11)
Downside Deviation	N/A	N/A	1.03	1.08	N/A	1.33	1.15	1.16
Semi Variance	N/A	N/A	1.03	1.06	N/A	1.5	1.25	1.19

Aristotle Funds Competition Performance Charts

Five steps to successful analysis of Aristotle Funds Competition

Aristotle Funds' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Aristotle Funds Series in relation to its competition. Aristotle Funds' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Aristotle Funds in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Aristotle Funds' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Aristotle Funds Series, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Aristotle Funds position

In addition to having Aristotle Funds in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Trading theme has 61 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Trading Theme or any other thematic opportunities.

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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.

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