AIHHX Mutual Fund
AIHHX Mutual Fund
NAV$7.14
AUM$10M
TER1.02%
Holdings102
See how much of AIHHX you already own
AIHHX Mutual Fund
NAV$7.14
Aristotle Small/Mid Cap Equity Fund Class I2
AUM$10M
TER1.02%
Holdings102
See how much of AIHHX you already own
AIHHX Mutual Fund Overlap Analysis
AIHHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AIHHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, AIHHX may share significant positions with broad-market funds.
AIHHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AIHHX tax-loss harvesting finds highly correlated but non-identical funds.