PMCDX Mutual Fund

PMCDX Mutual Fund (Aristotle Multi-Asset Balanced Income Fund Class I2) is managed by Aristotle Funds with $4.8M in net assets. PMCDX expense ratio is 0.91%, holding 22 positions across sectors including Financials. Inception date: 2012-12-31.

PMCDX performance shows a YTD return of 4.56%. The 1-year return is 6.64% and the 5-year return is 3.76%. PMCDX dividend yield stands at 7.61%, paid monthly.

PMCDX top holdings include Aristotle Core Bond I (18.6%), Aristotle Core Equity Fund Ii (16.3%), Aristotle High Yield Bond Fund (12.4%), Aristotle Strategic Income I (7.6%), Aristotle Growth Equity Fund (6.3%). Go to all PMCDX holdings, PMCDX sectors, or PMCDX dividends.

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