POCAX Mutual Fund

POCAX Mutual Fund (Aristotle Multi-Asset Balanced Fund Class A) is managed by Aristotle Funds with $598.3M in net assets. POCAX expense ratio is 1.16%, holding 38 positions across sectors including Financials. Inception date: 2003-12-31.

POCAX performance shows a YTD return of 6.89%. The 1-year return is 7.54% and the 5-year return is 4.63%. POCAX dividend yield stands at 4.37%, paid quarterly.

POCAX top holdings include Aristotle Core Equity Fund Ii (24.3%), Aristotle Growth Equity Fund (8.9%), Aristotle Core Bond I (8.4%), Ishares S&p 500 Value ETF (8.4%), Aristotle High Yield Bond Fund (6.9%). Go to all POCAX holdings, POCAX sectors, or POCAX dividends.

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