POAAX Mutual Fund

POAAX Mutual Fund (Aristotle Multi-Asset Income Fund Class A) is managed by Aristotle Funds with $101.7M in net assets. POAAX expense ratio is 1.14%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.

POAAX performance shows a YTD return of 1.33%. The 1-year return is 2.82% and the 5-year return is 0.88%. POAAX dividend yield stands at 9.27%, paid monthly.

POAAX top holdings include Aristotle Core Bond I (27.4%), Aristotle High Yield Bond Fund (12.4%), Aristotle Strategic Income I (10.8%), Aristotle Core Income Fund (8.8%), Aristotle Core Equity Fund Ii (8.8%). Go to all POAAX holdings, POAAX sectors, or POAAX dividends.

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