ARALX Mutual Fund

ARALX Mutual Fund (Aristotle Core Equity Fund Class A) is managed by Aristotle Funds with $3.6M in net assets. ARALX expense ratio is 0.90%, holding 55 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2023-10-25.

ARALX performance shows a YTD return of 11.00%. The 1-year return is 19.78% and the 5-year return is 11.29%. ARALX dividend yield stands at 3.88%, paid annually.

ARALX top holdings include Nvidia Corp. (8.1%), Alphabet Inc.Class A (6.8%), Microsoft Corp 4.100 Feb 06 37 (4.9%), Apple, Inc (4.7%), Broadcom Inc (4.3%). Go to all ARALX holdings, ARALX sectors, or ARALX dividends.

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