AIOOX Mutual Fund
AIOOX Mutual Fund
NAV$12.59
AUM$28M
TER0.79%
Holdings50
See how much of AIOOX you already own
AIOOX Mutual Fund
NAV$12.59
Aristotle/Saul Global Equity Fund Class I2
AUM$28M
TER0.79%
Holdings50
See how much of AIOOX you already own
AIOOX Mutual Fund Overlap Analysis
AIOOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AIOOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, AIOOX may share significant positions with broad-market funds.
AIOOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AIOOX tax-loss harvesting finds highly correlated but non-identical funds.