{
  "page": "compare",
  "query": {
    "a": "POACX",
    "b": "POCAX"
  },
  "retrieved_at": "2026-07-07T19:16:31+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": "Aristotle Portfolio Optimization Conservative Fund",
    "ticker": "POACX",
    "slug": "POACX",
    "series_id": "S000080056",
    "html_url": "https://fundwatcher.app/funds/POACX/"
  },
  "fund_b": {
    "name": "Aristotle Portfolio Optimization Moderate Fund",
    "ticker": "POCAX",
    "slug": "POCAX",
    "series_id": "S000080069",
    "html_url": "https://fundwatcher.app/funds/POCAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.6394918643123460524298057773",
    "coverage_b_by_a": "0.6394918643123460524298057773",
    "shared_count": 21,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Aristotle Core Bond Fund",
        "value": "38592900.94",
        "weight": "0.30569260",
        "shared": true
      },
      {
        "name": "Aristotle Core Income Fund",
        "value": "16518360.62",
        "weight": "0.13084118",
        "shared": true
      },
      {
        "name": "Aristotle High Yield Bond Fund",
        "value": "12225067.85",
        "weight": "0.09683420",
        "shared": true
      },
      {
        "name": "Aristotle Short Duration Income Fund",
        "value": "10525181.63",
        "weight": "0.08336948",
        "shared": true
      },
      {
        "name": "MONEYMKT",
        "value": "8619250.00",
        "weight": "0.06827269",
        "shared": true
      },
      {
        "name": "Aristotle Core Equity Fund",
        "value": "7475172.09",
        "weight": "0.05921050",
        "shared": true
      },
      {
        "name": "iShares JP Morgan USD Em Mkts Bd ETF",
        "value": "5889504.93",
        "weight": "0.04665050",
        "shared": true
      },
      {
        "name": "Aristotle Growth Equity Fund",
        "value": "3952320.05",
        "weight": "0.03130615",
        "shared": true
      },
      {
        "name": "iShares Trust RUSSELL 1000 VALUE ETF",
        "value": "3930032.31",
        "weight": "0.03112961",
        "shared": true
      },
      {
        "name": "ISHARES TIPS BOND ETF MUTUAL FUND",
        "value": "2946060.20",
        "weight": "0.02333561",
        "shared": true
      },
      {
        "name": "iShares Russell Mid-Cap Value ETF",
        "value": "2359676.34",
        "weight": "0.01869089",
        "shared": true
      },
      {
        "name": "Aristotle Floating Rate Income Fund Class I",
        "value": "2336321.28",
        "weight": "0.01850589",
        "shared": true
      },
      {
        "name": "ISHARES MSCI EAFE VALUE ETF MUTUAL FUND",
        "value": "1806853.70",
        "weight": "0.01431201",
        "shared": true
      },
      {
        "name": "ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW",
        "value": "1762290.60",
        "weight": "0.01395902",
        "shared": true
      },
      {
        "name": "iShares Trust RUSSELL 2000 VALUE ETF",
        "value": "1760532.74",
        "weight": "0.01394510",
        "shared": true
      },
      {
        "name": "ISHARES CORE MSCI EMERGING MUTUAL FUND",
        "value": "1199351.25",
        "weight": "0.00950001",
        "shared": true
      },
      {
        "name": "ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND",
        "value": "1195334.21",
        "weight": "0.00946819",
        "shared": true
      },
      {
        "name": "Aristotle International Equity Fund",
        "value": "1179283.81",
        "weight": "0.00934105",
        "shared": true
      },
      {
        "name": "ISHARES RUSSELL 2000 GROWTH MUTUAL FUND",
        "value": "1172394.16",
        "weight": "0.00928648",
        "shared": true
      },
      {
        "name": "iShares Core U.S. REIT ETF - Class USD INC",
        "value": "591012.15",
        "weight": "0.00468138",
        "shared": true
      },
      {
        "name": "US BANK MMDA - USBGFS 9",
        "value": "210513.50",
        "weight": "0.00166747",
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      }
    ],
    "b_top": [
      {
        "name": "Aristotle Core Equity Fund",
        "value": "113317459.73",
        "weight": "0.16528139",
        "shared": true
      },
      {
        "name": "Aristotle Core Bond Fund",
        "value": "108473025.32",
        "weight": "0.15821544",
        "shared": true
      },
      {
        "name": "Aristotle Growth Equity Fund",
        "value": "84725700.16",
        "weight": "0.12357832",
        "shared": true
      },
      {
        "name": "iShares Trust RUSSELL 1000 VALUE ETF",
        "value": "58695790.01",
        "weight": "0.08561189",
        "shared": true
      },
      {
        "name": "Aristotle Core Income Fund",
        "value": "47596447.39",
        "weight": "0.06942272",
        "shared": true
      },
      {
        "name": "MONEYMKT",
        "value": "44783345.00",
        "weight": "0.06531962",
        "shared": true
      },
      {
        "name": "Aristotle Short Duration Income Fund",
        "value": "44473765.39",
        "weight": "0.06486808",
        "shared": true
      },
      {
        "name": "iShares Russell Mid-Cap Value ETF",
        "value": "25648928.34",
        "weight": "0.03741074",
        "shared": true
      },
      {
        "name": "Aristotle International Equity Fund",
        "value": "25622087.43",
        "weight": "0.03737159",
        "shared": true
      },
      {
        "name": "ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW",
        "value": "25540081.40",
        "weight": "0.03725198",
        "shared": true
      },
      {
        "name": "Aristotle High Yield Bond Fund",
        "value": "22135688.81",
        "weight": "0.03228644",
        "shared": true
      },
      {
        "name": "ISHARES CORE MSCI EMERGING MUTUAL FUND",
        "value": "16295413.50",
        "weight": "0.02376799",
        "shared": true
      },
      {
        "name": "ISHARES RUSSELL 2000 GROWTH MUTUAL FUND",
        "value": "15930564.65",
        "weight": "0.02323584",
        "shared": true
      },
      {
        "name": "iShares Trust RUSSELL 2000 VALUE ETF",
        "value": "12757890.28",
        "weight": "0.01860827",
        "shared": true
      },
      {
        "name": "ISHARES MSCI EAFE VALUE ETF MUTUAL FUND",
        "value": "9819850.60",
        "weight": "0.01432293",
        "shared": true
      },
      {
        "name": "iShares JP Morgan USD Em Mkts Bd ETF",
        "value": "9602369.97",
        "weight": "0.01400572",
        "shared": true
      },
      {
        "name": "Aristotle Floating Rate Income Fund Class I",
        "value": "6345919.48",
        "weight": "0.00925596",
        "shared": true
      },
      {
        "name": "VANGUARD-FTSE AW",
        "value": "3252866.48",
        "weight": "0.00474453",
        "shared": false
      },
      {
        "name": "ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND",
        "value": "3248106.05",
        "weight": "0.00473759",
        "shared": true
      },
      {
        "name": "iShares Core U.S. REIT ETF - Class USD INC",
        "value": "3211945.35",
        "weight": "0.00468485",
        "shared": true
      },
      {
        "name": "ISHARES TIPS BOND ETF MUTUAL FUND",
        "value": "3202205.76",
        "weight": "0.00467064",
        "shared": true
      },
      {
        "name": "US BANK MMDA - USBGFS 9",
        "value": "923822.24",
        "weight": "0.00134746",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-015794",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1959372/000089418926015794/0000894189-26-015794-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000894189-26-015800",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1959372/000089418926015800/0000894189-26-015800-index.htm"
    }
  ]
}