PODCX Mutual Fund (Aristotle Portfolio Optimization Growth Fund Class C) is managed by Aristotle Funds with $26.3M in net assets. PODCX expense ratio is 1.86%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2003-12-31.

PODCX performance shows a YTD return of 9.32%. The 1-year return is 17.89% and the 5-year return is 10.11%. PODCX dividend yield stands at 6.98%, paid annually.

PODCX 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 PODCX holdings, sector breakdown, or dividend history.

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