Aristotle Small Cap Equity FundAIBBX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$114.6M
Expense ratio
0.90%
1-year return
+10.3%
3 years, a year
—
5 years, a year
—
Holdings
100
What it aims to do.
Aristotle Small Cap Equity Fund (the Fund) seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AEIS Advanced Energy Industries Inc | 2.90% |
| MTSI MACOM Technology Solutions Hol | 2.71% |
| HASI HA Sustainable Infrastructure | 2.34% |
| AerCap Holdings NV | 2.22% |
| HQY HealthEquity Inc | 2.02% |
| HURN Huron Consulting Group Inc | 1.98% |
| AGI Alamos Gold Inc | 1.86% |
| LFUS Littelfuse Inc | 1.78% |
| MRCY Mercury Systems Inc | 1.70% |
| ACIW ACI Worldwide Inc | 1.67% |
More on AIBBX.
- AIBBX overview
- AIBBX holdings
- AIBBX risk
- AIBBX costs
- AIBBX money in and out
- AIBBX share classes
- Compare AIBBX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.