Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
POACX vs POCAX
Shared holdings
21
POACX covered by POCAX
63.95%
POCAX covered by POACX
63.95%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 21 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
POACX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Aristotle Core Bond Fund | 30.57% | |
| Aristotle Core Income Fund | 13.08% | |
| Aristotle High Yield Bond Fund | 9.68% | |
| Aristotle Short Duration Income Fund | 8.34% | |
| MONEYMKT | 6.83% | |
| Aristotle Core Equity Fund | 5.92% | |
| iShares JP Morgan USD Em Mkts Bd ETF | 4.67% | |
| Aristotle Growth Equity Fund | 3.13% | |
| iShares Trust RUSSELL 1000 VALUE ETF | 3.11% | |
| ISHARES TIPS BOND ETF MUTUAL FUND | 2.33% | |
| iShares Russell Mid-Cap Value ETF | 1.87% | |
| Aristotle Floating Rate Income Fund Class I | 1.85% | |
| ISHARES MSCI EAFE VALUE ETF MUTUAL FUND | 1.43% | |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 1.40% | |
| iShares Trust RUSSELL 2000 VALUE ETF | 1.39% | |
| ISHARES CORE MSCI EMERGING MUTUAL FUND | 0.95% | |
| ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND | 0.95% | |
| Aristotle International Equity Fund | 0.93% | |
| ISHARES RUSSELL 2000 GROWTH MUTUAL FUND | 0.93% | |
| iShares Core U.S. REIT ETF - Class USD INC | 0.47% | |
| US BANK MMDA - USBGFS 9 | 0.17% |
POCAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Aristotle Core Equity Fund | 16.53% | |
| Aristotle Core Bond Fund | 15.82% | |
| Aristotle Growth Equity Fund | 12.36% | |
| iShares Trust RUSSELL 1000 VALUE ETF | 8.56% | |
| Aristotle Core Income Fund | 6.94% | |
| MONEYMKT | 6.53% | |
| Aristotle Short Duration Income Fund | 6.49% | |
| iShares Russell Mid-Cap Value ETF | 3.74% | |
| Aristotle International Equity Fund | 3.74% | |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 3.73% | |
| Aristotle High Yield Bond Fund | 3.23% | |
| ISHARES CORE MSCI EMERGING MUTUAL FUND | 2.38% | |
| ISHARES RUSSELL 2000 GROWTH MUTUAL FUND | 2.32% | |
| iShares Trust RUSSELL 2000 VALUE ETF | 1.86% | |
| ISHARES MSCI EAFE VALUE ETF MUTUAL FUND | 1.43% | |
| iShares JP Morgan USD Em Mkts Bd ETF | 1.40% | |
| Aristotle Floating Rate Income Fund Class I | 0.93% | |
| VANGUARD-FTSE AW | 0.47% | |
| ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND | 0.47% | |
| iShares Core U.S. REIT ETF - Class USD INC | 0.47% | |
| ISHARES TIPS BOND ETF MUTUAL FUND | 0.47% | |
| US BANK MMDA - USBGFS 9 | 0.13% |
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