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Aristotle Portfolio Optimization Moderate-conservative Fund Class C: (MF: POBCX)

(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET

$10.29 USD

+0.02 (0.20%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for POBCX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Aristotle Optimization Mod-Con C POBCX NA NA 1.00 1.00 0.45 1.45

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
PL Optimization Mod-Consv C POBCX 10.29 12/31/2003 3.41 8.64 7.54 4.34
PL Optimization Mod-Consv A POBAX 10.96 12/31/2003 3.48 9.50 8.36 5.13

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Aristotle Optimization Mod-Con C POBCX 1000 50 1000 A

Contact Information

Family Aristotle
Address 50 Central Avenue, Suite 750
Sarasota, FL 34236
Phone 844 274-7868