Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
POCEX vs POCAX
Shared holdings
22
POCEX covered by POCAX
72.14%
POCAX covered by POCEX
72.14%
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.
POCEX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Aristotle Core Equity Fund | 18.72% | |
| Aristotle Growth Equity Fund | 12.52% | |
| MONEYMKT | 10.75% | |
| iShares Trust RUSSELL 1000 VALUE ETF | 8.89% | |
| Aristotle International Equity Fund | 8.01% | |
| iShares Trust RUSSELL 2000 VALUE ETF | 7.97% | |
| iShares Russell Mid-Cap Value ETF | 6.23% | |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 5.32% | |
| ISHARES RUSSELL 2000 GROWTH MUTUAL FUND | 5.31% | |
| ISHARES CORE MSCI EMERGING MUTUAL FUND | 3.17% | |
| Aristotle High Yield Bond Fund | 2.64% | |
| VANGUARD-FTSE AW | 1.81% | |
| iShares Core U.S. REIT ETF - Class USD INC | 1.78% | |
| Aristotle Short Duration Income Fund | 1.77% | |
| ISHARES MSCI EAFE VALUE ETF MUTUAL FUND | 1.36% | |
| iShares JP Morgan USD Em Mkts Bd ETF | 0.89% | |
| Aristotle Core Bond Fund | 0.84% | |
| Aristotle Core Income Fund | 0.49% | |
| ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND | 0.45% | |
| ISHARES TIPS BOND ETF MUTUAL FUND | 0.44% | |
| Aristotle Floating Rate Income Fund Class I | 0.44% | |
| US BANK MMDA - USBGFS 9 | 0.18% |
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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