PODAX Mutual Fund
PODAX Mutual Fund
PODAX Mutual Fund
Aristotle Multi-Asset Growth and Income Fund Class A
PODAX Mutual Fund Overview
PODAX Mutual Fund (Aristotle Multi-Asset Growth and Income Fund Class A) is managed by Aristotle Funds with $635.6M in net assets. PODAX expense ratio is 1.14%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.
PODAX performance shows a YTD return of 9.84%. The 1-year return is 17.42% and the 5-year return is 6.60%. PODAX dividend yield stands at 8.76%, paid annually.
PODAX top holdings include Aristotle Core Equity Fund Ii (19.3%), Aristotle Growth Equity Fund (12.9%), Goldman Sachs Fin Gov 465 Institut (12.6%), Ishares Russell 1000 Value ETF (11.3%), Aristotle Core Bond Fund (7.8%). Go to all PODAX holdings, PODAX sectors, or PODAX dividends.
PODAX can be compared against other funds. Use PODAX overlap to find shared positions, or PODAX vs another fund for a side-by-side view. PODAX alternatives are available via the screener, along with tax-loss harvesting opportunities.