Morningstar

Aristotle Portfolio Optimization Moderate Fund Class C POMCX

Morningstar Medalist Rating
Medalist Rating as of | See Aristotle Funds Investment Hub
  • NAV / 1-Day Return 12.63  /  +0.16 %
  • Total Assets 679.4M
  • Adj. Expense Ratio
    1.870%
  • Expense Ratio 1.450%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.20%
  • Turnover 62%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:41 AM GMT+0

Morningstar’s Analysis POMCX

Will POMCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable POMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the POMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of POMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Aristotle Portfolio Optimization Mod C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings POMCX

More POMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Aristotle Core Equity I

18.41 126M
—

Aristotle Core Bond I

15.93 109M
—

Aristotle Growth Equity I

12.23 84M
—

iShares Russell 1000 Value ETF

9.40 64M
—

Aristotle Core Income I

6.84 47M
—

Aristotle Short Duration Income I

5.93 40M
—

Aristotle International Equity I

4.98 34M
—

iShares Russell Mid-Cap Value ETF

4.66 32M
—

iShares Russell Mid-Cap Growth ETF

3.63 25M
—

Aristotle High Yield Bond I

3.45 24M
—

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