POBCX Mutual Fund

POBCX Mutual Fund (Aristotle Multi-Asset Balanced Income Fund Class C) is managed by Aristotle Funds with $4.3M in net assets. POBCX expense ratio is 1.91%, holding 38 positions across sectors including Financials. Inception date: 2003-12-31.

POBCX performance shows a YTD return of 4.07%. The 1-year return is 4.81% and the 5-year return is 2.42%. POBCX dividend yield stands at 3.60%, paid monthly.

POBCX top holdings include Aristotle Core Equity Fund Ii (16.7%), Aristotle Core Bond I (15.8%), Aristotle High Yield Bond Fund (12.4%), Aristotle Growth Equity Fund (6.2%), Aristotle Multi-Sector Income Etf (5.8%). Go to all POBCX holdings, POBCX sectors, or POBCX dividends.

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