POMCX Mutual Fund
POMCX Mutual Fund
POMCX Mutual Fund
Aristotle Multi-Asset Balanced Fund Class C
POMCX Mutual Fund Overview
POMCX Mutual Fund (Aristotle Multi-Asset Balanced Fund Class C) is managed by Aristotle Funds with $24.5M in net assets. POMCX expense ratio is 1.91%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.
POMCX performance shows a YTD return of 6.97%. The 1-year return is 12.79% and the 5-year return is 4.34%. POMCX dividend yield stands at 4.66%, paid annually.
POMCX top holdings include Aristotle Core Equity Fund Ii (17.7%), Aristotle Core Bond Fund (16.9%), Aristotle Growth Equity Fund (13.2%), Ishares Russell 1000 Value ETF (9.2%), Aristotle Core Income Fund (7.4%). Go to all POMCX holdings, POMCX sectors, or POMCX dividends.
POMCX can be compared against other funds. Use POMCX overlap to find shared positions, or POMCX vs another fund for a side-by-side view. POMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.