PODAX Mutual Fund
PODAX Mutual Fund
NAV$14.61
AUM$617M
TER1.14%
Holdings22
See how much of PODAX you already own
PODAX Mutual Fund
NAV$14.61
Aristotle Multi-Asset Growth and Income Fund Class A
AUM$617M
TER1.14%
Holdings22
See how much of PODAX you already own
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.