POMDX Mutual Fund

POMDX Mutual Fund (Aristotle Multi-Asset Balanced Fund Class I2) is managed by Aristotle Funds with $21.1M in net assets. POMDX expense ratio is 0.91%, holding 22 positions across sectors including Financials. Inception date: 2012-12-31.

POMDX performance shows a YTD return of 7.23%. The 1-year return is 9.59% and the 5-year return is 5.32%. POMDX dividend yield stands at 5.18%, paid quarterly.

POMDX 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 POMDX holdings, POMDX sectors, or POMDX dividends.

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