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Aristotle Core Equity Fund Class I: (MF: ARSLX)

(NASDAQ Mutual Funds) As of Nov 26, 2021 08:00 PM ET

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$21.37 USD

-0.51 (-2.33%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2021

Total Return %* Percentile Rank Objective
YTD 20.88 58
3 months 5.06 25
6 months 8.71 48
1 Year 40.30 59
3 Year 23.65 33
5 Year NA NA
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 9/19) NA

Load Adjusted Returns as of Oct 31, 2021

1 Year 29.10
5 Year NA
10 Year NA
Since Inception 17.40

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2021 5.03 6.87 0.74 NA
2020 -16.74 22.12 8.30 14.14
2019 16.69 5.14 1.45 8.63
2018 -0.17 3.50 8.98 -16.22
2017 NA 3.20 4.94 5.85

Annual Return

2021202020192018
% Total Return 20.8825.6935.23-5.66
% Total Return Rel to Index -3.157.293.74-1.27
% Total Return Rel to Peer 0.195.776.811.19
% Perf Quintile vs Peer* 4.002.001.003.00
% Dividends 0.000.060.060.06
% Yield 0.300.360.450.59
Capital Gains ($) 0.000.080.010.04
Expense Ratio 0.650.650.650.65

* 1 = Top 20%, 5 = Bottom 20%