Aristotle Portfolio Optimization Moderate FundPOCAX
Type
Mutual fund
Peer group
Allocation
Net assets
$641.4M
Expense ratio
1.12%
1-year return
+12.6%
3 years, a year
+11.3%
5 years, a year
—
Holdings
22
What it aims to do.
Aristotle Portfolio Optimization Moderate Fund (the Fund) seeks long-term growth of capital and low to moderate income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Aristotle Core Equity Fund | 17.67% |
| Aristotle Core Bond Fund | 16.91% |
| Aristotle Growth Equity Fund | 13.21% |
| iShares Russell 1000 Value ETF | 9.15% |
| Aristotle Core Income Fund | 7.42% |
| Goldman Sachs Trust | 6.98% |
| Aristotle Short Duration Incom | 6.93% |
| iShares Russell Mid-Cap Value | 4.00% |
| Aristotle International Equity | 4.00% |
| iShares Russell Mid-Cap Growth | 3.98% |
More on POCAX.
- POCAX overview
- POCAX holdings
- POCAX risk
- POCAX costs
- POCAX money in and out
- POCAX share classes
- Compare POCAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.