POEAX Mutual Fund (Aristotle Portfolio Optimization Aggressive Growth Fund Class A) is managed by Aristotle Funds with $267.8M in net assets. POEAX expense ratio is 1.12%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2003-12-31.

POEAX performance shows a YTD return of 11.34%. The 1-year return is 21.74% and the 5-year return is 12.96%. POEAX dividend yield stands at 6.90%, paid annually.

POEAX top holdings include Aristotle Core Equity Fund Ii (21.0%), Aristotle Growth Equity Fund (14.0%), Goldman Sachs Financial Square Government Fund — Institutional Shares (12.1%), Ishres Russell 1000 Val ETF (10.0%), Aristotle International Equity (9.0%). View all POEAX holdings, sector breakdown, or dividend history.

POEAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. POEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.