POACX Mutual Fund

POACX Mutual Fund (Aristotle Multi-Asset Income Fund Class C) is managed by Aristotle Funds with $5.4M in net assets. POACX expense ratio is 1.89%, holding 21 positions across sectors including Financials. Inception date: 2003-12-31.

POACX performance shows a YTD return of 2.41%. The 1-year return is 6.51% and the 5-year return is 1.42%. POACX dividend yield stands at 2.27%, paid annually.

POACX 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 Fin Gov 465 Institut (7.3%). Go to all POACX holdings, POACX sectors, or POACX dividends.

POACX can be compared against other funds. Use POACX overlap to find shared positions, or POACX vs another fund for a side-by-side view. POACX alternatives are available via the screener, along with tax-loss harvesting opportunities.