Back to top
more

Aristotle Portfolio Optimization Aggressive-growth Fund Class C: (MF: POCEX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 07:07 PM ET

$13.44 USD

+0.01 (0.07%)

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

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.21 67
3 months 3.42 71
6 months 7.95 55
1 Year 18.34 40
3 Year 15.84 32
5 Year 7.62 44
10 Year 10.31 29

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -55.12
Bull Market (2/09 - 3/21) 504.01

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.31
5 Year 7.57
10 Year 9.16
Since Inception 6.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.28 10.51 6.29 2.52
2024 6.36 1.34 6.48 -0.46
2023 5.49 5.40 -4.38 10.63
2022 -8.38 -16.51 -6.21 8.77
2021 5.88 7.21 -1.10 5.06

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.2116.4814.2417.62-21.9717.9515.1526.05-9.8918.237.85
% Total Return Rel to Index 0.88-1.73-10.77-8.62-3.77-10.72-3.24-5.43-5.49-3.56-4.07
% Total Return Rel to Peer 0.091.974.334.46-9.016.444.468.85-3.394.771.58
% Perf Quintile vs Peer* 3.002.000.002.005.001.002.001.005.002.002.00
% Dividends 0.000.020.260.030.000.410.120.100.160.100.10
% Yield 0.000.141.960.180.002.120.730.651.040.550.64
Capital Gains ($) 0.000.840.000.153.741.380.340.942.880.490.87
Expense Ratio 0.001.451.451.351.351.351.351.351.351.351.35

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