POACX Mutual Fund
POACX Mutual Fund
NAV$10.30
AUM$5M
TER1.89%
Holdings21
See how much of POACX you already own
POACX Mutual Fund
NAV$10.30
Aristotle Multi-Asset Income Fund Class C
AUM$5M
TER1.89%
Holdings21
See how much of POACX you already own
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.