AISHX Mutual Fund

AISHX Mutual Fund (Aristotle Small/Mid Cap Equity Fund Class C) is managed by Aristotle Funds with $1.9M in net assets. AISHX expense ratio is 2.02%, holding 105 positions across sectors including Financials, Industrials, Health Care. Inception date: 2014-12-31.

AISHX performance shows a YTD return of 14.46%. The 1-year return is 18.98% and the 5-year return is 3.04%.

AISHX top holdings include Permian Resource (2.2%), Haemonetics Corp (2.1%), Ha Sustainable Infrastructure Capital Inc (2.1%), Huron Consulting Group Inc (2.0%), Emcompass Health Corporation (2.0%). 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.