About POEDX
Aristotle Portfolio Optimization Aggressive Growth Fund Class I-2 is an open-end mutual fund designed as a fund-of-funds, aiming for high, long-term capital appreciation. This fund primarily invests in a diversified mix of underlying mutual funds and exchange-traded funds, with a strategic allocation that emphasizes global equity exposure—typically ranging from 85% to 100%—while maintaining a minimal allocation to debt securities, generally 0% to 15%. Its investment process is grounded in principles such as long-term discipline, fact-based decision making, and avoiding market timing, which collectively work to provide consistent performance through varied market environments. The fund holds positions in major equity vehicles, including U.S. large-cap, mid-cap, small-cap, and international equities, and may include select fixed-income and real asset exposures for diversification. By blending these diversified assets, the fund seeks to participate broadly in global growth opportunities, making it a significant option for investors seeking an aggressive growth profile within a diversified portfolio framework.
Fund Family Aristotle Funds
Category Allocation--85%+ Equity
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol POEDX
Share Class Class I-2
Index S&P 500 TR
POEDX had a total return of 13.71% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.56%.
