AIBBX Mutual Fund
AIBBX Mutual Fund
Aristotle Small Cap Equity Fund Class I2

AIBBX Mutual Fund Overview
AIBBX Mutual Fund (Aristotle Small Cap Equity Fund Class I2) is managed by Aristotle Funds with $89.7M in net assets. AIBBX expense ratio is 0.90%, holding 100 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-10-30.
AIBBX performance shows a YTD return of 14.93%. The 1-year return is 21.37%. AIBBX dividend yield stands at 5.69%, paid annually.
AIBBX top holdings include Advanced Energy Industries Inc. (2.9%), Macom Technology Solutions H (2.7%), Ha Sustainable Infrastructure Capital Inc (2.3%), Aercap Holdings Nv 2. (2.2%), Healthequity (2.0%). View all AIBBX holdings, sector breakdown, or dividend history.
AIBBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AIBBX alternatives are available via the screener, along with tax-loss harvesting opportunities.