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Aristotle Portfolio Optimization Growth Fund Class A: (MF: PODAX)

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

$12.94 USD

+0.02 (0.15%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.89 74
3 months 3.26 74
6 months 7.53 60
1 Year 16.60 50
3 Year 14.79 40
5 Year 7.22 48
10 Year 9.65 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -46.63
Bull Market (2/09 - 3/21) 456.85

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.38
5 Year 5.90
10 Year 8.09
Since Inception 6.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.32 9.03 5.64 2.57
2024 5.85 1.50 6.18 -0.51
2023 5.07 4.34 -3.51 9.64
2022 -7.42 -14.93 -5.41 7.68
2021 4.44 6.58 -0.78 4.44

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.8915.4013.5015.98-19.7915.3514.9823.91-8.7016.348.03
% Total Return Rel to Index 0.53-2.81-11.51-10.26-1.59-13.33-3.42-7.57-4.30-5.45-3.90
% Total Return Rel to Peer -0.260.893.582.82-6.823.844.296.71-2.202.881.75
% Perf Quintile vs Peer* 3.003.000.002.005.002.002.002.005.002.002.00
% Dividends 0.000.310.330.110.000.400.230.210.200.220.23
% Yield 0.002.112.532.430.002.291.451.461.411.351.49
Capital Gains ($) 0.000.950.000.042.611.230.160.692.730.390.66
Expense Ratio 0.000.700.700.600.600.600.600.600.600.600.60

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