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

FundXLS Pro

See the full sector breakdown of POBAX

Sector concentration, industry allocation and the exact weight of every sector.

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From MarketXLS, trusted since 2014.

Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

POBAX Mutual Fund Sector Allocation

POBAX sector allocation breaks down across Financials (19.1%). Across 22 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

POBAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

POBAX by country shows geographic exposure. POBAX overlap reveals how sector exposure compares with other funds.