About PODAX
The Aristotle Portfolio Optimization Growth Fund Class A is a diversified mutual fund designed to pursue moderately high, long-term capital appreciation while offering low current income. As a “fund of funds,” it invests in a mix of underlying mutual funds and exchange-traded funds, providing broad exposure to both debt and equity markets. The fund adopts a balanced investment process rooted in three core principles: a disciplined process, an integrated investment team, and a diversified approach. Its target allocation ranges between 70–85% equities and 15–30% fixed income, allowing it to participate in growth opportunities while managing downside risk through bond exposure. This structure positions the fund within the moderately aggressive allocation category, making it suitable as a core holding for investors seeking growth alongside some stability. Its holdings span U.S. and international equities, value and growth styles, and various fixed income sectors, aiming for consistent performance across different market environments. The fund’s strategy emphasizes long-term investing, factual analysis, and a deliberate avoidance of market timing, providing a systematic way to pursue global diversification and capital growth.
Fund Family Aristotle Funds
Category Allocation--70% to 85% Equity
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol PODAX
Share Class Class A
Index S&P 500 TR
PODAX had a total return of 13.01% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.95%.
