Aristotle Funds Financial Statements From 2010 to 2024
| AISHX Fund | 6.02 0.04 0.67% |
Check Aristotle Funds financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Aristotle Funds' main balance sheet or income statement drivers, such as , as well as many indicators such as . Aristotle financial statements analysis is a perfect complement when working with Aristotle Funds Valuation or Volatility modules.
Aristotle |
Aristotle Funds Series Mutual Fund Net Asset Analysis
Aristotle Funds' Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Aristotle Funds Net Asset | 42.71 M |
Most of Aristotle Funds' fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Aristotle Funds Series is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Aristotle Funds Series has a Net Asset of 42.71 M. This is much higher than that of the Aristotle Funds family and significantly higher than that of the Small Blend category. The net asset for all United States funds is notably lower than that of the firm.
Aristotle Funds Series Fundamental Drivers 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 second largest fund in annual yield among similar funds. It is fourth largest fund in year to date return among similar funds creating about 1,348 of Year To Date Return 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.About Aristotle Funds Financial Statements
Aristotle Funds investors use historical fundamental indicators, such as Aristotle Funds' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Aristotle Funds. Please read more on our technical analysis and fundamental analysis pages.
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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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