POEAX Mutual Fund

POEAX Mutual Fund (Aristotle Multi-Asset Capital Opportunities Fund Class A) is managed by Aristotle Funds with $278.6M in net assets. POEAX expense ratio is 1.14%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.

POEAX performance shows a YTD return of 11.54%. The 1-year return is 20.24% and the 5-year return is 7.76%. POEAX dividend yield stands at 6.89%, paid annually.

POEAX top holdings include Aristotle Core Equity Fund Ii (21.0%), Aristotle Growth Equity Fund (14.0%), Goldman Sachs Fin Gov 465 Institut (12.1%), Ishares Russell 1000 Value ETF (10.0%), Aristotle International Equity (9.0%). Go to all POEAX holdings, POEAX sectors, or POEAX dividends.

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