About PMADX
Aristotle Portfolio Optimization Growth Fund Class I-2 is a mutual fund that seeks moderately high long-term capital appreciation with low current income. It employs a diversified investment approach across global asset classes, guided by three core principles: a balanced process, an integrated team, and broad diversification to deliver consistent performance through various market conditions. The fund maintains targeted exposure ranges of 15-30% in debt and 70-85% in equity, investing primarily in underlying Aristotle Funds and ETFs focused on core equity, growth equity, international equity, core income, high yield bonds, and value-oriented index strategies across large, mid, and small-cap segments. This multi-asset allocation strategy emphasizes a long-term focus, fact-based decisions, and avoidance of market timing, positioning it as a core component for investors pursuing financial goals with moderated risk. Managed by Aristotle Funds, it supports growth-oriented portfolios through its rigorous, team-driven process.
Fund Family Aristotle Funds
Category Allocation--70% to 85% Equity
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol PMADX
Share Class Class I-2
Index S&P 500 TR
PMADX had a total return of 13.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.30%.
