Aristotle Small Cap Equity Fund (ARRBX)

Overview

Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of small capitalization companies. The fund adviser defines a small cap company as one that, at the time of initial purchase, has a market capitalization that falls within the capitalization range of the Russell 2000® Index, an index that tracks stocks of 2,000 of the smallest publicly traded U.S. companies of the Russell 3000® Index.

Products and Services

• Equity Securities Investment

  The primary product of the fund is its focus on investing in equity securities, specifically those of small capitalization companies. This involves buying shares in small companies that are publicly traded in the United States, aiming to generate returns through the growth of these enterprises. The emphasis on small cap companies allows the fund to potentially reap the benefits of investing in emerging companies with significant growth potential.

• Focus on the Russell 2000® Index Range

  A key distinctive aspect of the fund's strategy is its alignment with the capitalization range of the Russell 2000® Index. This index is known for tracking the performance of 2,000 small-cap American companies, making it a benchmark for investors interested in this segment of the market. By investing in companies within this index's capitalization range, the fund positions itself to take advantage of the dynamics and growth potential inherent in smaller company investments.