PODCX Mutual Fund
PODCX Mutual Fund
PODCX Mutual Fund
Aristotle Multi-Asset Growth and Income Fund Class C
PODCX Mutual Fund Overview
PODCX Mutual Fund (Aristotle Multi-Asset Growth and Income Fund Class C) is managed by Aristotle Funds with $26.6M in net assets. PODCX expense ratio is 1.89%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.
PODCX performance shows a YTD return of 9.32%. The 1-year return is 16.49% and the 5-year return is 5.80%. PODCX dividend yield stands at 6.98%, paid annually.
PODCX 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 PODCX holdings, PODCX sectors, or PODCX dividends.
PODCX can be compared against other funds. Use PODCX overlap to find shared positions, or PODCX vs another fund for a side-by-side view. PODCX alternatives are available via the screener, along with tax-loss harvesting opportunities.