POBCX Mutual Fund
POBCX Mutual Fund
POBCX Mutual Fund
Aristotle Multi-Asset Balanced Income Fund Class C
POBCX Mutual Fund Overview
POBCX Mutual Fund (Aristotle Multi-Asset Balanced Income Fund Class C) is managed by Aristotle Funds with $5.0M in net assets. POBCX expense ratio is 1.91%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.
POBCX performance shows a YTD return of 4.76%. The 1-year return is 9.67% and the 5-year return is 2.71%. POBCX dividend yield stands at 1.22%, paid annually.
POBCX 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 POBCX holdings, POBCX sectors, or POBCX dividends.
POBCX can be compared against other funds. Use POBCX overlap to find shared positions, or POBCX vs another fund for a side-by-side view. POBCX alternatives are available via the screener, along with tax-loss harvesting opportunities.