AIHHX Mutual Fund
AIHHX Mutual Fund
AIHHX Mutual Fund
Aristotle Small/Mid Cap Equity Fund Class I2
AIHHX Mutual Fund Overview
AIHHX Mutual Fund (Aristotle Small/Mid Cap Equity Fund Class I2) is managed by Aristotle Funds with $9.6M in net assets. AIHHX expense ratio is 1.02%, holding 102 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2014-12-31.
AIHHX performance shows a YTD return of 14.12%. The 1-year return is 22.58% and the 5-year return is 4.09%. AIHHX dividend yield stands at 20.08%, paid annually.
AIHHX top holdings include Advanced Energy Industries Inc. (2.9%), Macom Technology Solutions Holdings, Inc. (2.8%), Alamos Gold, Inc., Class A (2.7%), Permian Resource (2.4%), Hannon Armstrong Sustainable Infrastructure Capital, Inc. Com (2.3%). Go to all AIHHX holdings, AIHHX sectors, or AIHHX dividends.
AIHHX can be compared against other funds. Use AIHHX overlap to find shared positions, or AIHHX vs another fund for a side-by-side view. AIHHX alternatives are available via the screener, along with tax-loss harvesting opportunities.