ARIHX Mutual Fund
ARIHX Mutual Fund
NAV$7.85
AUM$1M
TER0.97%
Holdings102
See how much of ARIHX you already own
ARIHX Mutual Fund
NAV$7.85
Aristotle Small/Mid Cap Equity Fund Class I
AUM$1M
TER0.97%
Holdings102
See how much of ARIHX you already own
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.