POCAX Mutual Fund

NAV$13.42

AUM$625M

TER1.12%

Holdings22

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POCAX Mutual Fund

NAV$13.42

Aristotle Portfolio Optimization Moderate Fund Class A

AUM$625M

TER1.12%

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

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See the full sector breakdown of POCAX

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

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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

POCAX Mutual Fund Sector Allocation

POCAX sector allocation breaks down across Financials (24.7%). Across 22 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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