ARIHX Mutual Fund
ARIHX Mutual Fund
NAV$8.05
AUM$1M
TER0.96%
Holdings102
ARIHX Mutual Fund
NAV$8.05
Aristotle Small/Mid Cap Equity Fund Class I
AUM$1M
TER0.96%
Holdings102
ARIHX Mutual Fund Overlap Analysis
ARIHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ARIHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, ARIHX may share significant positions with broad-market funds.
ARIHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ARIHX tax-loss harvesting finds highly correlated but non-identical funds.