{
  "page": "compare",
  "query": {
    "a": "PODAX",
    "b": "POCEX"
  },
  "retrieved_at": "2026-07-07T19:07:33+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 Growth Fund",
    "ticker": "PODAX",
    "slug": "PODAX",
    "series_id": "S000080070",
    "html_url": "https://fundwatcher.app/funds/PODAX/"
  },
  "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": "0.8564240223835607232809242533",
    "coverage_b_by_a": "0.8564240223835607232809242533",
    "shared_count": 22,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Aristotle Core Equity Fund",
        "value": "118900179.37",
        "weight": "0.17151653",
        "shared": true
      },
      {
        "name": "Aristotle Growth Equity Fund",
        "value": "79223681.58",
        "weight": "0.11428217",
        "shared": true
      },
      {
        "name": "MONEYMKT",
        "value": "77348875.00",
        "weight": "0.11157772",
        "shared": true
      },
      {
        "name": "iShares Trust RUSSELL 1000 VALUE ETF",
        "value": "69696803.63",
        "weight": "0.10053941",
        "shared": true
      },
      {
        "name": "Aristotle Core Bond Fund",
        "value": "48208186.75",
        "weight": "0.06954153",
        "shared": true
      },
      {
        "name": "iShares Trust RUSSELL 2000 VALUE ETF",
        "value": "39809160.25",
        "weight": "0.05742573",
        "shared": true
      },
      {
        "name": "iShares Russell Mid-Cap Value ETF",
        "value": "36938531.70",
        "weight": "0.05328477",
        "shared": true
      },
      {
        "name": "Aristotle International Equity Fund",
        "value": "30721360.35",
        "weight": "0.04431634",
        "shared": true
      },
      {
        "name": "ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW",
        "value": "30651300.68",
        "weight": "0.04421528",
        "shared": true
      },
      {
        "name": "Aristotle Short Duration Income Fund",
        "value": "30473228.57",
        "weight": "0.04395841",
        "shared": true
      },
      {
        "name": "ISHARES RUSSELL 2000 GROWTH MUTUAL FUND",
        "value": "27530865.11",
        "weight": "0.03971397",
        "shared": true
      },
      {
        "name": "Aristotle Core Income Fund",
        "value": "22072523.35",
        "weight": "0.03184018",
        "shared": true
      },
      {
        "name": "ISHARES CORE MSCI EMERGING MUTUAL FUND",
        "value": "18774258.75",
        "weight": "0.02708235",
        "shared": true
      },
      {
        "name": "Aristotle High Yield Bond Fund",
        "value": "18200151.64",
        "weight": "0.02625418",
        "shared": true
      },
      {
        "name": "ISHARES MSCI EAFE VALUE ETF MUTUAL FUND",
        "value": "15713352.05",
        "weight": "0.02266691",
        "shared": true
      },
      {
        "name": "VANGUARD-FTSE AW",
        "value": "6246080.97",
        "weight": "0.00901013",
        "shared": true
      },
      {
        "name": "ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND",
        "value": "6236942.74",
        "weight": "0.00899695",
        "shared": true
      },
      {
        "name": "iShares JP Morgan USD Em Mkts Bd ETF",
        "value": "6146215.62",
        "weight": "0.00886607",
        "shared": true
      },
      {
        "name": "iShares Core U.S. REIT ETF - Class USD INC",
        "value": "3083739.81",
        "weight": "0.00444837",
        "shared": true
      },
      {
        "name": "ISHARES TIPS BOND ETF MUTUAL FUND",
        "value": "3074408.88",
        "weight": "0.00443491",
        "shared": true
      },
      {
        "name": "Aristotle Floating Rate Income Fund Class I",
        "value": "3043677.38",
        "weight": "0.00439058",
        "shared": true
      },
      {
        "name": "US BANK MMDA - USBGFS 9",
        "value": "1135166.11",
        "weight": "0.00163751",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "Aristotle Core Equity Fund",
        "value": "57104775.54",
        "weight": "0.18720464",
        "shared": true
      },
      {
        "name": "Aristotle Growth Equity Fund",
        "value": "38204226.87",
        "weight": "0.12524362",
        "shared": true
      },
      {
        "name": "MONEYMKT",
        "value": "32791925.50",
        "weight": "0.10750065",
        "shared": true
      },
      {
        "name": "iShares Trust RUSSELL 1000 VALUE ETF",
        "value": "27130107.24",
        "weight": "0.08893971",
        "shared": true
      },
      {
        "name": "Aristotle International Equity Fund",
        "value": "24447074.20",
        "weight": "0.08014401",
        "shared": true
      },
      {
        "name": "iShares Trust RUSSELL 2000 VALUE ETF",
        "value": "24320605.20",
        "weight": "0.07972941",
        "shared": true
      },
      {
        "name": "iShares Russell Mid-Cap Value ETF",
        "value": "19014552.06",
        "weight": "0.06233476",
        "shared": true
      },
      {
        "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": true
      },
      {
        "name": "ISHARES CORE MSCI EMERGING MUTUAL FUND",
        "value": "9664350.75",
        "weight": "0.03168231",
        "shared": true
      },
      {
        "name": "Aristotle High Yield Bond Fund",
        "value": "8046132.82",
        "weight": "0.02637736",
        "shared": true
      },
      {
        "name": "VANGUARD-FTSE AW",
        "value": "5511882.53",
        "weight": "0.01806942",
        "shared": true
      },
      {
        "name": "iShares Core U.S. REIT ETF - Class USD INC",
        "value": "5442579.69",
        "weight": "0.01784222",
        "shared": true
      },
      {
        "name": "Aristotle Short Duration Income Fund",
        "value": "5388890.81",
        "weight": "0.01766622",
        "shared": true
      },
      {
        "name": "ISHARES MSCI EAFE VALUE ETF MUTUAL FUND",
        "value": "4159882.50",
        "weight": "0.01363720",
        "shared": true
      },
      {
        "name": "iShares JP Morgan USD Em Mkts Bd ETF",
        "value": "2711853.03",
        "weight": "0.00889018",
        "shared": true
      },
      {
        "name": "Aristotle Core Bond Fund",
        "value": "2569803.11",
        "weight": "0.00842450",
        "shared": true
      },
      {
        "name": "Aristotle Core Income Fund",
        "value": "1484330.87",
        "weight": "0.00486603",
        "shared": true
      },
      {
        "name": "ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND",
        "value": "1375976.35",
        "weight": "0.00451082",
        "shared": true
      },
      {
        "name": "ISHARES TIPS BOND ETF MUTUAL FUND",
        "value": "1356545.12",
        "weight": "0.00444712",
        "shared": true
      },
      {
        "name": "Aristotle Floating Rate Income Fund Class I",
        "value": "1345604.87",
        "weight": "0.00441125",
        "shared": true
      },
      {
        "name": "US BANK MMDA - USBGFS 9",
        "value": "542892.82",
        "weight": "0.00177975",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-015799",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1959372/000089418926015799/0000894189-26-015799-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"
    }
  ]
}