AISHX Mutual Fund

AISHX Mutual Fund (Aristotle Small/Mid Cap Equity Fund Class C) is managed by Aristotle Funds with $2.0M in net assets. AISHX expense ratio is 2.02%, holding 102 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2014-12-31.

AISHX performance shows a YTD return of 13.47%. The 1-year return is 21.19% and the 5-year return is 3.04%. AISHX dividend yield stands at 20.19%, paid annually.

AISHX 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 AISHX holdings, AISHX sectors, or AISHX dividends.

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