POACX Mutual Fund

POACX Mutual Fund (Aristotle Multi-Asset Income Fund Class C) is managed by Aristotle Funds with $4.9M in net assets. POACX expense ratio is 1.89%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.

POACX performance shows a YTD return of 0.80%. The 1-year return is 2.11% and the 5-year return is 2.69%. POACX dividend yield stands at 5.97%, paid monthly.

POACX top holdings include Aristotle Core Bond I (27.4%), Aristotle High Yield Bond Fund (12.4%), Aristotle Strategic Income I (10.8%), Aristotle Core Income Fund (8.8%), Aristotle Core Equity Fund Ii (8.8%). 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.