POCEX Mutual Fund
POCEX Mutual Fund
Aristotle Portfolio Optimization Aggressive Growth Fund Class C
POCEX Mutual Fund Overview
POCEX Mutual Fund (Aristotle Portfolio Optimization Aggressive Growth Fund Class C) is managed by Aristotle Funds with $16.2M in net assets. POCEX expense ratio is 1.87%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2003-12-31.
POCEX performance shows a YTD return of 10.97%. The 1-year return is 20.91% and the 5-year return is 12.39%. POCEX dividend yield stands at 5.74%, paid annually.
POCEX 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 POCEX holdings, sector breakdown, or dividend history.
POCEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. POCEX alternatives are available via the screener, along with tax-loss harvesting opportunities.