POCAX Mutual Fund

POCAX Mutual Fund (Aristotle Multi-Asset Balanced Fund Class A) is managed by Aristotle Funds with $613.6M in net assets. POCAX expense ratio is 1.16%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.

POCAX performance shows a YTD return of 6.98%. The 1-year return is 9.22% and the 5-year return is 5.05%. POCAX dividend yield stands at 4.36%, paid quarterly.

POCAX top holdings include Aristotle Core Equity Fund Ii (23.4%), Aristotle Growth Equity Fund (9.5%), Aristotle Core Bond I (9.4%), Ishares S&p 500 Value ETF (8.8%), Aristotle High Yield Bond Fund (7.0%). Go to all POCAX holdings, POCAX sectors, or POCAX dividends.

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