ARIBX Mutual Fund

NAV$16.81

AUM$92,208.25

TER0.90%

Holdings100

ARIBX Mutual Fund

NAV$16.81

Aristotle Small Cap Equity Fund Class I

AUM$92,208.25

TER0.90%

Holdings100

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Holdings Overlap Analysis

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

ARIBX Mutual Fund Overlap Analysis

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

ARIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, ARIBX may share significant positions with broad-market funds.

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