ARAQX Mutual Fund Analysis & Holdings | MarketXLS

ARAQX Mutual Fund

NAV$10.73

AUM$1M

TER0.95%

Holdings47

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ARAQX Mutual Fund

NAV$10.73

Aristotle Value Equity Fund Class A

AUM$1M

TER0.95%

Holdings47

See inside every fund you own

$45/quarter 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 ARAQX 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 ARAQX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ARAQX Mutual Fund Overlap Analysis

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

ARAQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, ARAQX may share significant positions with broad-market funds.

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