ARRBX Mutual Fund Analysis & Holdings | MarketXLS

ARRBX Mutual Fund

NAV$16.51

AUM$175,400.71

TER0.85%

Holdings100

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ARRBX Mutual Fund

NAV$16.51

Aristotle Small Cap Equity Fund Class R6

AUM$175,400.71

TER0.85%

Holdings100

See inside every fund you own

$149/yr 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 ARRBX 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 ARRBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ARRBX Mutual Fund Overlap Analysis

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

ARRBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, ARRBX may share significant positions with broad-market funds.

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