POMCX Mutual Fund
POMCX Mutual Fund
NAV$12.78
AUM$24M
TER1.91%
Holdings22
See how much of POMCX you already own
POMCX Mutual Fund
NAV$12.78
Aristotle Multi-Asset Balanced Fund Class C
AUM$24M
TER1.91%
Holdings22
See how much of POMCX you already own
POMCX Mutual Fund Overlap Analysis
POMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
POMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, POMCX may share significant positions with broad-market funds.
POMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. POMCX tax-loss harvesting finds highly correlated but non-identical funds.