POAAX Mutual Fund

NAV$10.77

AUM$105M

TER1.08%

Holdings21

POAAX Mutual Fund

NAV$10.77

Aristotle Portfolio Optimization Conservative Fund Class A

AUM$105M

TER1.08%

Holdings21

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Holdings Overlap Analysis

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

POAAX Mutual Fund Overlap Analysis

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

POAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, POAAX may share significant positions with broad-market funds.

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