POEDX Mutual Fund Analysis & Holdings | MarketXLS

POEDX Mutual Fund

NAV$17.35

AUM$11M

TER0.87%

Holdings22

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POEDX Mutual Fund

NAV$17.35

Aristotle Portfolio Optimization Aggressive Growth Fund Class I2

AUM$11M

TER0.87%

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

POEDX Mutual Fund Overlap Analysis

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

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

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