POEAX Mutual Fund Analysis & Holdings | MarketXLS

POEAX Mutual Fund

NAV$17.06

AUM$268M

TER1.12%

Holdings22

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POEAX Mutual Fund

NAV$17.06

Aristotle Portfolio Optimization Aggressive Growth Fund Class A

AUM$268M

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

Holdings Overlap Analysis

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

POEAX Mutual Fund Overlap Analysis

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

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

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