PODAX Mutual Fund

PODAX Mutual Fund (Aristotle Multi-Asset Growth and Income Fund Class A) is managed by Aristotle Funds with $606.6M in net assets. PODAX expense ratio is 1.14%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.

PODAX performance shows a YTD return of 9.73%. The 1-year return is 12.45% and the 5-year return is 6.46%. PODAX dividend yield stands at 2.72%, paid quarterly.

PODAX top holdings include Aristotle Core Equity Fund Ii (26.9%), Aristotle Growth Equity Fund (10.3%), Ishares S&p 500 Value ETF (9.9%), Aristotle International Equity (6.5%), Aristotle Core Bond I (5.8%). Go to all PODAX holdings, PODAX sectors, or PODAX dividends.

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