POMDX Mutual Fund
POMDX Mutual Fund
NAV$13.49
AUM$21M
TER0.91%
Holdings22
See how much of POMDX you already own
POMDX Mutual Fund
NAV$13.49
Aristotle Multi-Asset Balanced Fund Class I2
AUM$21M
TER0.91%
Holdings22
See how much of POMDX you already own
POMDX Mutual Fund Overlap Analysis
POMDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
POMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, POMDX may share significant positions with broad-market funds.
POMDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. POMDX tax-loss harvesting finds highly correlated but non-identical funds.