PODAX Mutual Fund (Aristotle Portfolio Optimization Growth Fund Class A) is managed by Aristotle Funds with $614.9M in net assets. PODAX expense ratio is 1.11%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2003-12-31.

PODAX performance shows a YTD return of 9.76%. The 1-year return is 18.84% and the 5-year return is 10.79%. PODAX dividend yield stands at 8.77%, paid annually.

PODAX top holdings include Aristotle Core Equity Fund Ii (19.3%), Aristotle Growth Equity Fund (12.9%), Goldman Sachs Financial Square Government Fund — Institutional Shares (12.6%), Ishres Russell 1000 Val ETF (11.3%), Aristotle Core Bond Fund (7.8%). View all PODAX holdings, sector breakdown, or dividend history.

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