ARIGX Mutual Fund
ARIGX Mutual Fund
NAV$16.26
AUM$180M
TER0.70%
Holdings46
ARIGX Mutual Fund
NAV$16.26
Aristotle Growth Equity Fund Class I
AUM$180M
TER0.70%
Holdings46
ARIGX Mutual Fund Overlap Analysis
ARIGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ARIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, ARIGX may share significant positions with broad-market funds.
ARIGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ARIGX tax-loss harvesting finds highly correlated but non-identical funds.