AIOOX Mutual Fund

AIOOX Mutual Fund

NAV$12.59
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Fund Essentials - as of Jun 30, 2026

Net Assets
$28M
Expense Ratio
0.79%
Dividend Yield (Current)
12.27%
Holdings
50
Inception Date
Mar 30, 2012
Fund Family
Aristotle Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+5.70%
1 Year+13.80%
3 Year+10.90%
5 Year+6.13%
10 Year+9.02%

Asset Allocation

Stocks: 97.83%
Other: 2.17%
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Top Holdings

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TickerNameWeight
005935:KRSamsung Electronics Pref 0.95.07%
FCFSFirstcash Inc3.77%
GOOGAlphabet, Inc., Class C3.59%
DBSM:SIDbs Group Holdings Ltd - Common3.36%
TTE:PATotal Energies Se2.91%
Top 10 Concentration: 32.00%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
12.27%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

AIOOX Mutual Fund Overview

AIOOX Mutual Fund (Aristotle/Saul Global Equity Fund Class I2) is managed by Aristotle Funds with $28.3M in net assets. AIOOX expense ratio is 0.79%, holding 50 positions across sectors including Consumer Discretionary, Information Technology, Industrials. Inception date: 2012-03-30.

AIOOX performance shows a YTD return of 5.70%. The 1-year return is 13.80% and the 5-year return is 6.13%. AIOOX dividend yield stands at 12.27%, paid annually.

AIOOX top holdings include Samsung Electronics Pref 0.9 (5.1%), Firstcash Inc (3.8%), Alphabet, Inc., Class C (3.6%), Dbs Group Holdings Ltd - Common (3.4%), Total Energies Se (2.9%). Go to all AIOOX holdings, AIOOX sectors, or AIOOX dividends.

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