POEAX Mutual Fund

POEAX Mutual Fund (Aristotle Multi-Asset Capital Opportunities Fund Class A) is managed by Aristotle Funds with $267.7M in net assets. POEAX expense ratio is 1.14%, holding 21 positions across sectors including Financials. Inception date: 2003-12-31.

POEAX performance shows a YTD return of 13.43%. The 1-year return is 18.98% and the 5-year return is 7.59%. POEAX dividend yield stands at 6.77%, paid annually.

POEAX top holdings include Aristotle Core Equity Fund Ii (32.5%), Aristotle Growth Equity Fund (12.7%), Ishares S&p 500 Value ETF (12.3%), Aristotle International Equity (7.5%), Ishares Msci Eafe Value Etf (4.8%). 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.