POCAX Aristotle Portfolio Optimization Mod A Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital and low to moderate income. The fund is a "fund of funds" that seeks to achieve its investment goal by investing in a combination of underlying funds. The fund's exposure to debt is expected to be within 30%-50%; the fund's exposure to equity is expected to be within 50%-70%. It may invest a significant portion of its assets in any single underlying fund. The advisor expects to be as fully invested as practical, although it may maintain liquidity reserves to meet redemption requests.