Aristotle Small/Mid Cap Equity FundAISHX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$21.9M
Expense ratio
2.01%
1-year return
+12.4%
3 years, a year
+8.8%
5 years, a year
—
Holdings
102
What it aims to do.
Aristotle Small/Mid Cap Equity Fund (the Fund) seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AEIS Advanced Energy Industries Inc | 2.92% |
| MTSI MACOM Technology Solutions Hol | 2.75% |
| AGI Alamos Gold Inc | 2.67% |
| PR Permian Resources Corp | 2.37% |
| HASI HA Sustainable Infrastructure | 2.31% |
| RRC Range Resources Corp | 2.19% |
| AerCap Holdings NV | 1.97% |
| BKU BankUnited Inc | 1.85% |
| FTAI Aviation Ltd | 1.83% |
| HQY HealthEquity Inc | 1.79% |
More on AISHX.
- AISHX overview
- AISHX holdings
- AISHX risk
- AISHX costs
- AISHX money in and out
- AISHX share classes
- Compare AISHX 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.