POEDX Mutual Fund
POEDX Mutual Fund
POEDX Mutual Fund
Aristotle Multi-Asset Capital Opportunities Fund Class I2
POEDX Mutual Fund Overview
POEDX Mutual Fund (Aristotle Multi-Asset Capital Opportunities Fund Class I2) is managed by Aristotle Funds with $11.4M in net assets. POEDX expense ratio is 0.89%, holding 21 positions across sectors including Financials. Inception date: 2012-12-31.
POEDX performance shows a YTD return of 13.62%. The 1-year return is 20.94% and the 5-year return is 7.86%. POEDX dividend yield stands at 7.10%, paid annually.
POEDX 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 POEDX holdings, POEDX sectors, or POEDX dividends.
POEDX can be compared against other funds. Use POEDX overlap to find shared positions, or POEDX vs another fund for a side-by-side view. POEDX alternatives are available via the screener, along with tax-loss harvesting opportunities.