POAAX Mutual Fund (Aristotle Portfolio Optimization Conservative Fund Class A) is managed by Aristotle Funds with $105.4M in net assets. POAAX expense ratio is 1.08%, holding 21 positions across sectors including Unknown, Financials, Other. Inception date: 2003-12-31.

POAAX performance shows a YTD return of 3.47%. The 1-year return is 8.37% and the 5-year return is 1.12%. POAAX dividend yield stands at 3.70%, paid annually.

POAAX top holdings include Aristotle Core Bond Fund (32.7%), Aristotle Core Income Fund (14.0%), Aristotle High Yield Bond Fund (10.4%), Aristotle Short Duration Incom (8.9%), Goldman Sachs Financial Square Government Fund — Institutional Shares (7.3%). View all POAAX holdings, sector breakdown, or dividend history.

POAAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. POAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.