ARAGX Mutual Fund
ARAGX Mutual Fund
NAV$10.34
AUM$3M
TER0.95%
Holdings46
See how much of ARAGX you already own
ARAGX Mutual Fund
NAV$10.34
Aristotle Growth Equity Fund Class A
AUM$3M
TER0.95%
Holdings46
See how much of ARAGX you already own
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.