POCEX Mutual Fund
POCEX Mutual Fund
POCEX Mutual Fund
Aristotle Multi-Asset Capital Opportunities Fund Class C
POCEX Mutual Fund Overview
POCEX Mutual Fund (Aristotle Multi-Asset Capital Opportunities Fund Class C) is managed by Aristotle Funds with $13.6M in net assets. POCEX expense ratio is 1.89%, holding 34 positions across sectors including Financials. Inception date: 2003-12-31.
POCEX performance shows a YTD return of 10.46%. The 1-year return is 11.50% and the 5-year return is 11.44%. POCEX dividend yield stands at 0.15%, paid annually.
POCEX top holdings include Aristotle Core Equity Fund Ii (32.9%), Aristotle Growth Equity Fund (12.4%), Ishares S&p 500 Value ETF (11.8%), Aristotle International Equity (6.9%), Ishares Msci Eafe Growth Index (4.5%). 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.