POCAX Mutual Fund

POCAX Mutual Fund

NAV$13.07
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Showing the top 10 of 33 holdings · as of Aug 31, 2026
Top 10 weight
77.08%
POCAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
ARILX
Aristotle Core Equity Fund Ii
23.38%		23.4%8,567,942$157.48M--
2
ARIGX
Aristotle Growth Equity Fund
9.54%		32.9%4,030,262$64.28M--
3DebtAristotle Core Bond I
9.41%		42.3%7,424,946$63.41M--
4
IVE
Ishares S&p 500 Value ETFFinancials · Capital Markets
8.81%		51.1%250,969$59.36MFinancialsCapital Markets
5DebtAristotle High Yield Bond Fund
6.99%		58.1%5,174,420$47.09M--
6
ARIFX
Aristotle International Equity
4.42%		62.6%2,086,640$29.78M--
7
PLFRX
Aristotle Floating Rate Income Fund Class I
3.99%		66.5%2,902,442$26.91M--
8—Aristotle Strategic Income I
3.56%		70.1%2,334,086$23.99M--
9
SLYV
Spdr S&p 600 Small Capvalue Etf
3.51%		73.6%216,804$23.63M--
10
MDYV
Spdr S&P 400 Mid Cap Value Etf
3.47%		77.1%248,648$23.41M--
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Themes in the top 10
ETF ProvidersInvestment Technology

POCAX Mutual Fund Top Holdings

POCAX holdings top 10 positions. The top 10 holdings account for 77.1% of the fund, led by Aristotle Core Equity Fund Ii at 23.4%, Aristotle Growth Equity Fund at 9.5%, Aristotle Core Bond I at 9.4%.

POCAX portfolio concentration is relatively high, with the top 10 representing 77.1% of total assets. The largest sector exposure is Financials at 19.0%.

POCAX sectors provide a detailed breakdown. POCAX overlap shows how holdings compare to other funds in your portfolio.