POBAX Mutual Fund

POBAX Mutual Fund (Aristotle Multi-Asset Balanced Income Fund Class A) is managed by Aristotle Funds with $166.9M in net assets. POBAX expense ratio is 1.16%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.

POBAX performance shows a YTD return of 4.31%. The 1-year return is 6.25% and the 5-year return is 3.46%. POBAX dividend yield stands at 6.95%, paid monthly.

POBAX 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 POBAX holdings, POBAX sectors, or POBAX dividends.

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