PODAX Mutual Fund Analysis & Holdings | MarketXLS

PODAX Mutual Fund

NAV$14.80

AUM$615M

TER1.11%

Holdings22

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PODAX Mutual Fund

NAV$14.80

Aristotle Portfolio Optimization Growth Fund Class A

AUM$615M

TER1.11%

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

PODAX Mutual Fund Overlap Analysis

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

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

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