POAAX Mutual Fund
POAAX Mutual Fund
POAAX Mutual Fund
Aristotle Multi-Asset Income Fund Class A
POAAX Mutual Fund Overview
POAAX Mutual Fund (Aristotle Multi-Asset Income Fund Class A) is managed by Aristotle Funds with $101.7M in net assets. POAAX expense ratio is 1.14%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.
POAAX performance shows a YTD return of 3.65%. The 1-year return is 6.49% and the 5-year return is 0.88%. POAAX dividend yield stands at 8.74%, paid monthly.
POAAX top holdings include Aristotle Core Bond Fund (32.7%), Aristotle Core Income Fund (14.0%), Aristotle High Yield Bond Fund (10.4%), Aristotle Short Duration Incom (8.9%), Goldman Sachs Financial Square Government Fund (7.3%). Go to all POAAX holdings, POAAX sectors, or POAAX dividends.
POAAX can be compared against other funds. Use POAAX overlap to find shared positions, or POAAX vs another fund for a side-by-side view. POAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.