POCEX Mutual Fund

POCEX Mutual Fund (Aristotle Multi-Asset Capital Opportunities Fund Class C) is managed by Aristotle Funds with $15.8M in net assets. POCEX expense ratio is 1.89%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.

POCEX performance shows a YTD return of 11.12%. The 1-year return is 19.37% and the 5-year return is 6.97%. POCEX dividend yield stands at 5.73%, paid annually.

POCEX top holdings include Aristotle Core Equity Fund Ii (21.0%), Aristotle Growth Equity Fund (14.0%), Goldman Sachs Financial Square Government Fund (12.1%), Ishares Russell 1000 Value ETF (10.0%), Aristotle International Equity (9.0%). Go to all POCEX holdings, POCEX sectors, or POCEX dividends.

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