POBCX Mutual Fund (Aristotle Portfolio Optimization Moderate Conservative Fund Class C) is managed by Aristotle Funds with $4.9M in net assets. POBCX expense ratio is 1.85%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2003-12-31.

POBCX performance shows a YTD return of 5.04%. The 1-year return is 10.60% and the 5-year return is 2.88%. POBCX dividend yield stands at 1.21%, paid annually.

POBCX 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 POBCX holdings, sector breakdown, or dividend history.

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