POMCX Mutual Fund (Aristotle Portfolio Optimization Moderate Fund Class C) is managed by Aristotle Funds with $24.0M in net assets. POMCX expense ratio is 1.87%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2003-12-31.

POMCX performance shows a YTD return of 7.05%. The 1-year return is 14.04% and the 5-year return is 4.50%. POMCX dividend yield stands at 4.65%, paid annually.

POMCX top holdings include Aristotle Core Equity Fund Ii (17.7%), Aristotle Core Bond Fund (16.9%), Aristotle Growth Equity Fund (13.2%), Ishares Russell 1000 Value ETF (9.2%), Aristotle Core Income Fund (7.4%). View all POMCX holdings, sector breakdown, or dividend history.

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