POEAX Mutual Fund

NAV$16.91

AUM$279M

TER1.14%

Holdings22

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POEAX Mutual Fund

NAV$16.91

Aristotle Multi-Asset Capital Opportunities Fund Class A

AUM$279M

TER1.14%

Holdings22

See how much of POEAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of POEAX

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

POEAX Mutual Fund Sector Allocation

POEAX sector allocation breaks down across Financials (33.6%). Across 22 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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