About POACX
The Aristotle Portfolio Optimization Conservative Fund Class C is an open-end mutual fund designed to pursue current income and preserve capital. Structured as a "fund of funds," it allocates investments primarily across underlying funds that span a broad range of asset classes, with a strategic focus on diversification. Its allocation typically maintains a conservative profile, investing about 70–85% in debt securities and 15–30% in equities. This approach aims to offer stability, appealing to investors seeking lower volatility and protection against market downturns while still generating income. The fund’s portfolio includes a high concentration in its top holdings, with the ten largest positions accounting for over 90% of assets. These holdings feature a mix of core income, short-duration, and high-yield bonds, as well as large blend equity funds and inflation-protected securities. Managed by Aristotle Funds, the strategy emphasizes long-term discipline, data-driven decision-making, and avoids market timing. As part of the conservative allocation category, the fund serves as a foundational element for investors looking to balance modest growth with risk mitigation in their overall portfolio.
Fund Family Aristotle Funds
Category Allocation--15% to 30% Equity
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol POACX
Share Class Class C
Index Bloomberg U.S. Aggregate Bond TR
POACX had a total return of 2.64% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.36%.
