POCAX Mutual Fund (Aristotle Portfolio Optimization Moderate Fund Class A) is managed by Aristotle Funds with $625.1M in net assets. POCAX expense ratio is 1.12%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2003-12-31.

POCAX performance shows a YTD return of 7.45%. The 1-year return is 14.88% and the 5-year return is 5.29%. POCAX dividend yield stands at 6.84%, paid annually.

POCAX 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 POCAX holdings, sector breakdown, or dividend history.

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