AIBBX Mutual Fund

AIBBX Mutual Fund (Aristotle Small Cap Equity Fund Class I2) is managed by Aristotle Funds with $92.3M in net assets. AIBBX expense ratio is 0.90%, holding 100 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-10-30.

AIBBX performance shows a YTD return of 15.88%. The 1-year return is 23.54% and the 5-year return is 4.85%. AIBBX dividend yield stands at 5.65%, paid annually.

AIBBX top holdings include Advanced Energy Industries Inc. (2.9%), Macom Technology Solutions Holdings, Inc. (2.7%), Hannon Armstrong Sustainable Infrastructure Capital, Inc. Com (2.3%), Aercap Holdings Nv 2. (2.2%), Healthequity Inc (2.0%). Go to all AIBBX holdings, AIBBX sectors, or AIBBX dividends.

AIBBX can be compared against other funds. Use AIBBX overlap to find shared positions, or AIBBX vs another fund for a side-by-side view. AIBBX alternatives are available via the screener, along with tax-loss harvesting opportunities.