POBCX Mutual Fund

POBCX Mutual Fund (Aristotle Multi-Asset Balanced Income Fund Class C) is managed by Aristotle Funds with $4.3M in net assets. POBCX expense ratio is 1.91%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.

POBCX performance shows a YTD return of 3.74%. The 1-year return is 5.45% and the 5-year return is 2.69%. POBCX dividend yield stands at 3.61%, paid monthly.

POBCX 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 POBCX holdings, POBCX sectors, or POBCX dividends.

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