POCEX Mutual Fund

POCEX Mutual Fund (Aristotle Multi-Asset Capital Opportunities Fund Class C) is managed by Aristotle Funds with $14.5M in net assets. POCEX expense ratio is 1.89%, holding 21 positions across sectors including Financials. Inception date: 2003-12-31.

POCEX performance shows a YTD return of 11.27%. The 1-year return is 14.05% and the 5-year return is 12.09%. POCEX dividend yield stands at 0.15%.

POCEX top holdings include Aristotle Core Equity Fund Ii (32.5%), Aristotle Growth Equity Fund (12.7%), Ishares S&p 500 Value ETF (12.3%), Aristotle International Equity (7.5%), Ishares Msci Eafe Value Etf (4.8%). Go to all POCEX holdings, POCEX sectors, or POCEX dividends.

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