ARILX Mutual Fund

ARILX Mutual Fund (Aristotle Core Equity Fund Class I) is managed by Aristotle Funds with $493.4M in net assets. ARILX expense ratio is 0.65%, holding 55 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2023-04-17.

ARILX performance shows a YTD return of 11.22%. The 1-year return is 15.21% and the 5-year return is 10.66%. ARILX dividend yield stands at 4.03%, paid annually.

ARILX top holdings include Nvidia Corp. (8.1%), Alphabet Inc Common Stock USD 0.001 (6.3%), Microsoft Corp (5.8%), Apple, Inc (4.8%), Broadcom Inc (4.3%). Go to all ARILX holdings, ARILX sectors, or ARILX dividends.

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