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Aristotle Portfolio Optimization Moderate Fund Class A (POCAX)

US Funds

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10.99 +0.02 +0.18%

17/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 573.13M

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POCAX Overview

Find basic information about the Aristotle Portfolio Optimization Moderate Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add POCAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change2.23%

Prev. Close10.97

Risk Rating

TTM Yield3.02%

ROE26%

IssuerN/A

Turnover18%

ROA10.98%

Inception Date37986

Total Assets573.13M

Expenses0.71%

Min. Investment1,000

Market Cap94.39B

CategoryAllocation - - 50% to 70% Equity

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Aristotle Portfolio Optimization Moderate Fund Class A Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 6

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	983	983	1047	1095	1542	1719
Fund Return	-1.73%	-1.73%	4.71%	3.06%	9.05%	5.56%
Place in category	578	578	451	583	467	363
% in Category	76	76	61	84	72	76

Top Equity Funds by Aristotle Funds

Name	Total Assets	YTD%	3Y%	10Y%
Pacific Funds Port Optim Gr A	521.01M	-2.33	3.67	6.52
Pacific Funds Port Optim Agrsv-Gr A	214.91M	19.88	4.91	8.38
Pacific Funds Port Optim Mod-CnsrvA	168.2M	11.02	1.48	4.51
Pacific Funds Port Optim Cnsrv A	109.46M	8.09	0.51	3.30
Pacific Funds Port Optim Gr C	38.83M	16.68	3.26	6.50

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	104.53B	-0.23	6.19	8.03
Vanguard Wellington Admiral	95.02B	-1.64	5.79	8.17
American Funds American Balanced R6	52.55B	-0.15	6.52	8.36
Vanguard Balanced Index Adm	44.63B	-1.84	5.20	7.78
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Aristotle Core Income I	-	21.52	-	-
Aristotle Core Eq I	-	15.46	-	-
Aristotle Growth Equity I	-	12.42	-	-
iShares Russell 1000 Value	US4642875987	11.91	172.90	-1.94%
Aristotle International Eq I	-	6.90	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Strong Sell	Strong Sell
Technical Indicators	Strong Sell	Strong Sell	Strong Sell
Summary	Strong Sell	Strong Sell	Strong Sell

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