Back to top
more

Aristotle Portfolio Optimization Moderate Fund Class A: (MF: POCAX)

(NASDAQ Mutual Funds) As of Apr 9, 2026 06:35 PM ET

$12.33 USD

+0.02 (0.16%)

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

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for POCAX

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

Hold 3
MF Report

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Aristotle Optimization Modrt A POCAX 5.50 NA 0.00 0.25 0.45 0.70

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
PL Optimization Moderate C POMCX 11.77 12/31/2003 1.26 12.79 11.89 4.93
PL Optimization Moderate A POCAX 12.33 12/31/2003 3.42 13.59 12.76 5.73

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Aristotle Optimization Modrt A POCAX 1000 50 1000 A

Contact Information

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