POMDX Mutual Fund

POMDX Mutual Fund (Aristotle Multi-Asset Balanced Fund Class I2) is managed by Aristotle Funds with $20.4M in net assets. POMDX expense ratio is 0.91%, holding 22 positions across sectors including Financials. Inception date: 2012-12-31.

POMDX performance shows a YTD return of 7.51%. The 1-year return is 13.89% and the 5-year return is 5.39%. POMDX dividend yield stands at 7.25%, paid annually.

POMDX 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 POMDX holdings, POMDX sectors, or POMDX dividends.

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