ARIQX Mutual Fund

NAV$10.51

AUM$68,655.64

TER0.69%

Holdings47

See how much of ARIQX you already own

Just $25 once·$99/mo·Download sample

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ARIQX Mutual Fund

NAV$10.51

Aristotle Value Equity Fund Class I

AUM$68,655.64

TER0.69%

Holdings47

See how much of ARIQX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

ARIQX Mutual Fund Overlap Analysis

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

ARIQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, ARIQX may share significant positions with broad-market funds.

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