POEDX Mutual Fund (Aristotle Portfolio Optimization Aggressive Growth Fund Class I2) is managed by Aristotle Funds with $10.5M in net assets. POEDX expense ratio is 0.87%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2012-12-31.

POEDX performance shows a YTD return of 11.43%. The 1-year return is 22.00% and the 5-year return is 8.12%. POEDX dividend yield stands at 7.24%, paid annually.

POEDX 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 POEDX holdings, sector breakdown, or dividend history.

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