AIBBX Mutual Fund
AIBBX Mutual Fund
NAV$17.35
AUM$92M
TER0.90%
Holdings100
See how much of AIBBX you already own
AIBBX Mutual Fund
NAV$17.35
Aristotle Small Cap Equity Fund Class I2
AUM$92M
TER0.90%
Holdings100
See how much of AIBBX you already own
AIBBX Mutual Fund Overlap Analysis
AIBBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AIBBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, AIBBX may share significant positions with broad-market funds.
AIBBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AIBBX tax-loss harvesting finds highly correlated but non-identical funds.