POBAX Mutual Fund (Aristotle Portfolio Optimization Moderate Conservative Fund Class A) is managed by Aristotle Funds with $172.3M in net assets. POBAX expense ratio is 1.10%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2003-12-31.

POBAX performance shows a YTD return of 5.45%. The 1-year return is 11.55% and the 5-year return is 3.67%. POBAX dividend yield stands at 2.89%, paid annually.

POBAX top holdings include Aristotle Core Bond Fund (25.1%), Aristotle Core Equity Fund Ii (13.3%), Aristotle Core Income Fund (10.7%), Aristotle High Yield Bond Fund (8.4%), Aristotle Short Duration Incom (6.9%). View all POBAX holdings, sector breakdown, or dividend history.

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