POBCX Mutual Fund

NAV$11.37

AUM$5M

TER1.85%

Holdings22

POBCX Mutual Fund

NAV$11.37

Aristotle Portfolio Optimization Moderate Conservative Fund Class C

AUM$5M

TER1.85%

Holdings22

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Holdings Overlap Analysis

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

POBCX Mutual Fund Overlap Analysis

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

POBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, POBCX may share significant positions with broad-market funds.

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