POMCX Mutual Fund

POMCX Mutual Fund (Aristotle Multi-Asset Balanced Fund Class C) is managed by Aristotle Funds with $22.8M in net assets. POMCX expense ratio is 1.91%, holding 22 positions across sectors including Financials. Inception date: 2003-12-31.

POMCX performance shows a YTD return of 6.49%. The 1-year return is 8.49% and the 5-year return is 4.27%. POMCX dividend yield stands at 1.53%, paid quarterly.

POMCX 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 POMCX holdings, POMCX sectors, or POMCX dividends.

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