POBAX Mutual Fund Analysis & Holdings | MarketXLS

POBAX Mutual Fund

NAV$11.96

AUM$172M

TER1.10%

Holdings22

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POBAX Mutual Fund

NAV$11.96

Aristotle Portfolio Optimization Moderate Conservative Fund Class A

AUM$172M

TER1.10%

Holdings22

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

POBAX Mutual Fund Overlap Analysis

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

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

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