POCAX Mutual Fund
POCAX Mutual Fund
POCAX Mutual Fund
Aristotle Multi-Asset Balanced Fund Class A
POCAX Mutual Fund Overview
POCAX Mutual Fund (Aristotle Multi-Asset Balanced Fund Class A) is managed by Aristotle Funds with $641.4M in net assets. POCAX expense ratio is 1.16%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.
POCAX performance shows a YTD return of 7.37%. The 1-year return is 13.59% and the 5-year return is 5.12%. POCAX dividend yield stands at 6.84%, paid annually.
POCAX top holdings include Aristotle Core Equity Fund Ii (17.7%), Aristotle Core Bond Fund (16.9%), Aristotle Growth Equity Fund (13.2%), Ishares Russell 1000 Value ETF (9.2%), Aristotle Core Income Fund (7.4%). Go to all POCAX holdings, POCAX sectors, or POCAX dividends.
POCAX can be compared against other funds. Use POCAX overlap to find shared positions, or POCAX vs another fund for a side-by-side view. POCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.