AISHX Mutual Fund

NAV$5.64

AUM$2M

TER2.01%

Holdings102

AISHX Mutual Fund

NAV$5.64

Aristotle Small/Mid Cap Equity Fund Class C

AUM$2M

TER2.01%

Holdings102

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Holdings Overlap Analysis

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

AISHX Mutual Fund Overlap Analysis

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

AISHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, AISHX may share significant positions with broad-market funds.

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