ARAHX Mutual Fund
ARAHX Mutual Fund
NAV$6.79
AUM$11M
TER1.26%
Holdings102
ARAHX Mutual Fund
NAV$6.79
Aristotle Small/Mid Cap Equity Fund Class A
AUM$11M
TER1.26%
Holdings102
ARAHX Mutual Fund Overlap Analysis
ARAHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ARAHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, ARAHX may share significant positions with broad-market funds.
ARAHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ARAHX tax-loss harvesting finds highly correlated but non-identical funds.