{
  "page": "compare",
  "query": {
    "a": "LAWAX",
    "b": "POCEX"
  },
  "retrieved_at": "2026-07-07T17:38:20+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Ladenburg Aggressive Growth Fund",
    "ticker": "LAWAX",
    "slug": "LAWAX",
    "series_id": "S000050300",
    "html_url": "https://fundwatcher.app/funds/LAWAX/"
  },
  "fund_b": {
    "name": "Aristotle Portfolio Optimization Aggressive Growth Fund",
    "ticker": "POCEX",
    "slug": "POCEX",
    "series_id": "S000080071",
    "html_url": "https://fundwatcher.app/funds/POCEX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.05320284846955825503856201303",
    "coverage_b_by_a": "0.05320284846955825503856201303",
    "shared_count": 1,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "SCHWAB US LG VAL",
        "value": "18255134.50",
        "weight": "0.27669889",
        "shared": false
      },
      {
        "name": "SCHW-US L/C GRW",
        "value": "14188378.23",
        "weight": "0.21505777",
        "shared": false
      },
      {
        "name": "WisdomTree U.S. Value Fund",
        "value": "7407507.08",
        "weight": "0.11227795",
        "shared": false
      },
      {
        "name": "Avantis U.S. Small Cap Value ETF",
        "value": "5597846.31",
        "weight": "0.08484834",
        "shared": false
      },
      {
        "name": "ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW",
        "value": "5478923.68",
        "weight": "0.08304579",
        "shared": true
      },
      {
        "name": "INVESCO S&P SMAL",
        "value": "4836240.36",
        "weight": "0.07330444",
        "shared": false
      },
      {
        "name": "FMR-ENH INTL",
        "value": "3341564.40",
        "weight": "0.05064916",
        "shared": false
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "2385309.95",
        "weight": "0.03615490",
        "shared": false
      },
      {
        "name": "JPM HG EQ ETF",
        "value": "1904326.27",
        "weight": "0.02886448",
        "shared": false
      },
      {
        "name": "Invesco Total Return Bond ETF",
        "value": "1318685.97",
        "weight": "0.01998774",
        "shared": false
      },
      {
        "name": "Vanguard Intermediate-Term Bond ETF",
        "value": "1260812.48",
        "weight": "0.01911054",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "Aristotle Core Equity Fund",
        "value": "57104775.54",
        "weight": "0.18720464",
        "shared": false
      },
      {
        "name": "Aristotle Growth Equity Fund",
        "value": "38204226.87",
        "weight": "0.12524362",
        "shared": false
      },
      {
        "name": "MONEYMKT",
        "value": "32791925.50",
        "weight": "0.10750065",
        "shared": false
      },
      {
        "name": "iShares Trust RUSSELL 1000 VALUE ETF",
        "value": "27130107.24",
        "weight": "0.08893971",
        "shared": false
      },
      {
        "name": "Aristotle International Equity Fund",
        "value": "24447074.20",
        "weight": "0.08014401",
        "shared": false
      },
      {
        "name": "iShares Trust RUSSELL 2000 VALUE ETF",
        "value": "24320605.20",
        "weight": "0.07972941",
        "shared": false
      },
      {
        "name": "iShares Russell Mid-Cap Value ETF",
        "value": "19014552.06",
        "weight": "0.06233476",
        "shared": false
      },
      {
        "name": "ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW",
        "value": "16228960.40",
        "weight": "0.05320285",
        "shared": true
      },
      {
        "name": "ISHARES RUSSELL 2000 GROWTH MUTUAL FUND",
        "value": "16196361.72",
        "weight": "0.05309598",
        "shared": false
      },
      {
        "name": "ISHARES CORE MSCI EMERGING MUTUAL FUND",
        "value": "9664350.75",
        "weight": "0.03168231",
        "shared": false
      },
      {
        "name": "Aristotle High Yield Bond Fund",
        "value": "8046132.82",
        "weight": "0.02637736",
        "shared": false
      },
      {
        "name": "VANGUARD-FTSE AW",
        "value": "5511882.53",
        "weight": "0.01806942",
        "shared": false
      },
      {
        "name": "iShares Core U.S. REIT ETF - Class USD INC",
        "value": "5442579.69",
        "weight": "0.01784222",
        "shared": false
      },
      {
        "name": "Aristotle Short Duration Income Fund",
        "value": "5388890.81",
        "weight": "0.01766622",
        "shared": false
      },
      {
        "name": "ISHARES MSCI EAFE VALUE ETF MUTUAL FUND",
        "value": "4159882.50",
        "weight": "0.01363720",
        "shared": false
      },
      {
        "name": "iShares JP Morgan USD Em Mkts Bd ETF",
        "value": "2711853.03",
        "weight": "0.00889018",
        "shared": false
      },
      {
        "name": "Aristotle Core Bond Fund",
        "value": "2569803.11",
        "weight": "0.00842450",
        "shared": false
      },
      {
        "name": "Aristotle Core Income Fund",
        "value": "1484330.87",
        "weight": "0.00486603",
        "shared": false
      },
      {
        "name": "ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND",
        "value": "1375976.35",
        "weight": "0.00451082",
        "shared": false
      },
      {
        "name": "ISHARES TIPS BOND ETF MUTUAL FUND",
        "value": "1356545.12",
        "weight": "0.00444712",
        "shared": false
      },
      {
        "name": "Aristotle Floating Rate Income Fund Class I",
        "value": "1345604.87",
        "weight": "0.00441125",
        "shared": false
      },
      {
        "name": "US BANK MMDA - USBGFS 9",
        "value": "542892.82",
        "weight": "0.00177975",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-007564",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1314414/000091047226007564/0000910472-26-007564-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000894189-26-015796",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1959372/000089418926015796/0000894189-26-015796-index.htm"
    }
  ]
}