Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
POBAX vs POCAX
Shared holdings
22
POBAX covered by POCAX
81.38%
POCAX covered by POBAX
81.38%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 22 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
POBAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Aristotle Core Bond Fund | 23.64% | |
| Aristotle Core Equity Fund | 12.58% | |
| Aristotle Core Income Fund | 10.10% | |
| Aristotle High Yield Bond Fund | 7.91% | |
| Aristotle Short Duration Income Fund | 6.54% | |
| iShares Trust RUSSELL 1000 VALUE ETF | 6.43% | |
| MONEYMKT | 5.88% | |
| Aristotle Growth Equity Fund | 5.53% | |
| Aristotle International Equity Fund | 3.77% | |
| iShares JP Morgan USD Em Mkts Bd ETF | 2.82% | |
| iShares Russell Mid-Cap Value ETF | 2.36% | |
| ISHARES CORE MSCI EMERGING MUTUAL FUND | 1.92% | |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 1.88% | |
| ISHARES MSCI EAFE VALUE ETF MUTUAL FUND | 1.44% | |
| ISHARES TIPS BOND ETF MUTUAL FUND | 1.41% | |
| iShares Trust RUSSELL 2000 VALUE ETF | 1.41% | |
| ISHARES RUSSELL 2000 GROWTH MUTUAL FUND | 1.40% | |
| Aristotle Floating Rate Income Fund Class I | 1.40% | |
| VANGUARD-FTSE AW | 0.48% | |
| ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND | 0.48% | |
| iShares Core U.S. REIT ETF - Class USD INC | 0.47% | |
| US BANK MMDA - USBGFS 9 | 0.14% |
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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