POACX Mutual Fund

NAV$10.30

AUM$6M

TER1.83%

Holdings21

POACX Mutual Fund

NAV$10.30

Aristotle Portfolio Optimization Conservative Fund Class C

AUM$6M

TER1.83%

Holdings21

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Holdings Overlap Analysis

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

POACX Mutual Fund Overlap Analysis

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

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

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