Morningstar

Aristotle Multi-Asset Balanced Fund Class A POCAX

Medalist Rating as of Sep 30, 2026 See Aristotle Funds Investment Hub

Strategy

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. Under normal circumstances, between 40% and 90% of the fund’s assets in underlying funds sub-advised by an affiliate of the investment adviser. The advisor expects to be as fully invested as practical, although it may maintain liquidity reserves to meet redemption requests. It may invest a significant portion of its assets in any single underlying fund.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
POMDX	Aristotle Multi-Asset Balanced Fund Class I-2	Institutional	Open			Dec 31, 2012	$20.76M	0.910%	Above Average	$0	−$1.86M
POCAX	Aristotle Multi-Asset Balanced Fund Class A	Front Load	Open			Dec 31, 2003	$603.18M	1.160%	Above Average	$1,000	−$81.07M
POMCX	Aristotle Multi-Asset Balanced Fund Class C	Level Load	Open			Dec 31, 2003	$22.02M	1.910%	High	$1,000	−$9.24M

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