AIGGX – Aristotle Growth Equity I-2 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. Its investments in equity securities may include common stocks, preferred stocks, convertible preferred stocks, depository receipts, shares of publicly traded REITs, warrants and rights. Its investments in depository receipts may include American, European and Global Depository Receipts.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ARIGX	Aristotle Growth Equity Fund Class I	Institutional	Open			Sep 28, 2001	$173.92M	0.700%	Average	$500,000	−$74.40M
AIGGX	Aristotle Growth Equity Fd I-2	Institutional	Open			Jan 16, 2024	$692,965.00	0.700%	Average	$0	$476,928.46
ARAGX	Aristotle Growth Equity Fund Class A	Front Load	Open			Nov 29, 2023	$2.54M	0.950%	Below Average	$1,000	−$330,034.87

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