ARRQX Mutual Fund
ARRQX Mutual Fund
NAV$21.85
AUM$13M
TER0.61%
Holdings47
See how much of ARRQX you already own
ARRQX Mutual Fund
NAV$21.85
Aristotle Value Equity Fund Class R6
AUM$13M
TER0.61%
Holdings47
See how much of ARRQX you already own
ARRQX Mutual Fund Overlap Analysis
ARRQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ARRQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, ARRQX may share significant positions with broad-market funds.
ARRQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ARRQX tax-loss harvesting finds highly correlated but non-identical funds.