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POCAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Aristotle Portfolio Optimization Mod A (POCAX) Ownership - Who owns Aristotle Portfolio Optimization Mod A?

The investment seeks long-term growth of capital and low to moderate income... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

POCAX

Net Assets

683M

Fund Existence

over 21 years

Turnover

62.00

Total Expense Ratio

1.12

Front Load

5.50%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.12

Assets in Top Ten Holdings

684M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

634M

Fund Type

OpenEnd

Index Fund

Management Fee

0.45

Modified Duration

N/A

No Load Fund

Number of Long Holdings

21.00

Number of Net Holdings

21.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.42

Weighting Top Ten Holdings

87.11%

Gain YTD

6.736

Annual Yield % from dividends

2.80

Returns for 1 year

9.79

Returns for 3 years

11.53

Returns for 5 years

8.14

Returns for 10 years

3.63

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details