POMDX Mutual Fund (Aristotle Portfolio Optimization Moderate Fund Class I2) is managed by Aristotle Funds with $20.0M in net assets. POMDX expense ratio is 0.87%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2012-12-31.

POMDX performance shows a YTD return of 7.51%. The 1-year return is 15.17% and the 5-year return is 5.55%. POMDX dividend yield stands at 7.25%, paid annually.

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

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