About POCAX
Aristotle Portfolio Optimization Moderate Fund Class A is a mutual fund designed as a "fund of funds," primarily focused on achieving long-term capital growth alongside low to moderate income. The fund strategically allocates its assets across a mix of underlying equity and fixed income funds, maintaining equity exposure within the 50%–70% range and debt exposure between 30%–50%. This balanced allocation targets investors seeking diversified access to both stock and bond markets within a single vehicle.
With a broad, global approach, the fund combines core investment principles of maintaining a long-term perspective, following objective analysis, and avoiding market timing. The portfolio’s largest holdings typically include a mix of large blend U.S. equities, international stocks, and diversified bond funds, providing comprehensive market coverage. The fund is recognized for its rigorous, team-oriented investment process and its emphasis on diversification, which aims to deliver stability across varying market cycles. While its fee structure is above average within its category, the fund serves as a core allocation option for investors prioritizing a straightforward, professionally managed portfolio that balances growth and income objectives.
Fund Family Aristotle Funds
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol POCAX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR
POCAX had a total return of 9.39% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.20%.
