ARRQX Mutual Fund Analysis & Holdings | MarketXLS

ARRQX Mutual Fund

NAV$22.86

AUM$13M

TER0.61%

Holdings47

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ARRQX Mutual Fund

NAV$22.86

Aristotle Value Equity Fund Class R6

AUM$13M

TER0.61%

Holdings47

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

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.