PODAX Mutual Fund

PODAX Mutual Fund (Aristotle Multi-Asset Growth and Income Fund Class A) is managed by Aristotle Funds with $580.9M in net assets. PODAX expense ratio is 1.14%, holding 38 positions across sectors including Financials. Inception date: 2003-12-31.

PODAX performance shows a YTD return of 9.27%. The 1-year return is 10.41% and the 5-year return is 5.93%. PODAX dividend yield stands at 2.73%, paid quarterly.

PODAX top holdings include Aristotle Core Equity Fund Ii (29.3%), Aristotle Growth Equity Fund (9.9%), Ishares S&p 500 Value ETF (9.4%), Aristotle International Equity (5.9%), Aristotle High Yield Bond Fund (4.9%). 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.