PMCDX Mutual Fund
PMCDX Mutual Fund
PMCDX Mutual Fund
Aristotle Multi-Asset Balanced Income Fund Class I2
PMCDX Mutual Fund Overview
PMCDX Mutual Fund (Aristotle Multi-Asset Balanced Income Fund Class I2) is managed by Aristotle Funds with $3.8M in net assets. PMCDX expense ratio is 0.91%, holding 22 positions across sectors including Financials. Inception date: 2012-12-31.
PMCDX performance shows a YTD return of 5.37%. The 1-year return is 10.84% and the 5-year return is 3.75%. PMCDX dividend yield stands at 3.09%, paid annually.
PMCDX top holdings include Aristotle Core Bond Fund (25.1%), Aristotle Core Equity Fund Ii (13.3%), Aristotle Core Income Fund (10.7%), Aristotle High Yield Bond Fund (8.4%), Aristotle Short Duration Incom (6.9%). Go to all PMCDX holdings, PMCDX sectors, or PMCDX dividends.
PMCDX can be compared against other funds. Use PMCDX overlap to find shared positions, or PMCDX vs another fund for a side-by-side view. PMCDX alternatives are available via the screener, along with tax-loss harvesting opportunities.