ARAGX Mutual Fund Analysis & Holdings | MarketXLS

ARAGX Mutual Fund

NAV$10.40

AUM$3M

TER0.95%

Holdings46

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ARAGX Mutual Fund

NAV$10.40

Aristotle Growth Equity Fund Class A

AUM$3M

TER0.95%

Holdings46

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare ARAGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ARAGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ARAGX Mutual Fund Overlap Analysis

ARAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

ARAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, ARAGX may share significant positions with broad-market funds.

ARAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ARAGX tax-loss harvesting finds highly correlated but non-identical funds.