AIBBX Mutual Fund (Aristotle Small Cap Equity Fund Class I2) is managed by Aristotle Funds with $91.7M in net assets. AIBBX expense ratio is 0.90%, holding 100 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2015-10-30.

AIBBX performance shows a YTD return of 14.93%. The 1-year return is 21.37%. AIBBX dividend yield stands at 5.69%, paid annually.

AIBBX top holdings include Advanced Energy Industries, Inc. (2.9%), Macom Technology Solutions Holdings (2.7%), Hannon Armstrong Sustainable Infrastructure Capital, Inc. Com (2.3%), Aercap Holdings Nv 2. (2.2%), Healthequity Inc (2.0%). View all AIBBX holdings, sector breakdown, or dividend history.

AIBBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AIBBX alternatives are available via the screener, along with tax-loss harvesting opportunities.