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

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:38 PM ET

$12.99 USD

+0.04 (0.31%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.02 56
3 months 5.05 30
6 months 7.23 58
1 Year 18.93 53
3 Year 13.97 53
5 Year 5.50 63
10 Year 7.90 51

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -36.90
Bull Market (2/09 - 3/21) 356.28

Load Adjusted Returns as of May 31, 2026

1 Year 6.80
5 Year 3.35
10 Year 6.52
Since Inception 5.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.45 NA NA NA
2025 -1.72 7.82 4.72 2.30
2024 4.68 2.05 4.99 -0.47
2023 4.30 3.62 -3.10 8.81
2022 -7.17 -13.27 -4.93 6.16
2021 2.94 5.71 -0.72 3.56

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.0213.5211.6313.95-18.7511.8814.6920.39-7.3413.507.18
% Total Return Rel to Index -1.78-4.70-13.38-12.29-0.54-16.79-3.70-11.09-2.94-8.29-4.75
% Total Return Rel to Peer -1.16-0.981.710.79-5.780.384.013.19-0.840.040.91
% Perf Quintile vs Peer* 4.003.003.003.005.003.002.003.003.003.003.00
% Dividends 0.000.440.340.170.000.360.320.190.220.240.24
% Yield 0.003.293.483.760.002.262.151.411.661.541.67
Capital Gains ($) 0.000.460.000.002.180.870.120.442.220.310.47
Expense Ratio 0.000.700.700.600.600.600.600.600.600.600.60

* 1 = Top 20%, 5 = Bottom 20%