Morningstar

Aristotle Multi-Asset Balanced Fund Class C POMCX

Morningstar Medalist Rating
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Medalist Rating as of See Aristotle Funds Investment Hub
  • NAV / 1-Day Return$12.54  /  −0.48%
  • Fund Size$633.8M
  • Adjusted Expense Ratio1.910%
  • Net Expense Ratio1.450%
  • Fee Level: DistributionHigh
  • Share Class TypeLevel Load
  • Morningstar CategoryModerate Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield1.48%
  • Turnover Ratio47%
NAV and 1-Day Return as of

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 Multi-Asset Balanced 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 Holdings76.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Aristotle Core Equity I

23.47152M
—

iShares S&P 500 Value ETF

8.8957M
—

Aristotle Core Bond I

8.5255M
—

Aristotle Growth Equity I

8.2653M
—

Aristotle High Yield Bond I

6.9245M
—

Aristotle Core Plus Income ETF

4.4229M
—

Aristotle Multi-Sector Income ETF

4.4028M
—

Aristotle Floating Rate Income I

4.0026M
—

State Street® SPDR® S&P 600™ Sm CpValETF

3.6424M
—

Aristotle International Equity I

3.4822M
—

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