ARILX Mutual Fund Analysis & Holdings | MarketXLS

ARILX Mutual Fund

NAV$18.76

AUM$460M

TER0.65%

Holdings55

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ARILX Mutual Fund

NAV$18.76

Aristotle Core Equity Fund Class I

AUM$460M

TER0.65%

Holdings55

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 ARILX 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 ARILX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ARILX Mutual Fund Overlap Analysis

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

ARILX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, ARILX may share significant positions with broad-market funds.

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