AISHX Mutual Fund
AISHX Mutual Fund
Aristotle Small/Mid Cap Equity Fund Class C
AISHX Mutual Fund Overview
AISHX Mutual Fund (Aristotle Small/Mid Cap Equity Fund Class C) is managed by Aristotle Funds with $1.9M in net assets. AISHX expense ratio is 2.01%, holding 102 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2014-12-31.
AISHX performance shows a YTD return of 12.08%. The 1-year return is 18.29%. AISHX dividend yield stands at 20.44%, paid annually.
AISHX top holdings include Advanced Energy Industries, Inc. (2.9%), Macom Technology Solutions Holdings (2.8%), Alamos Gold, Inc., Class A (2.7%), Permian Resources (2.4%), Hannon Armstrong Sustainable Infrastructure Capital, Inc. Com (2.3%). View all AISHX holdings, sector breakdown, or dividend history.
AISHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AISHX alternatives are available via the screener, along with tax-loss harvesting opportunities.