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Aristotle Portfolio Optimization Growth Fund Class C: (MF: PODCX)

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

$12.26 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

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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 2.72 78
3 months 2.96 79
6 months 7.05 67
1 Year 15.68 55
3 Year 13.89 46
5 Year 6.41 58
10 Year 8.83 43

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.68
Bull Market (2/09 - 3/21) 397.44

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.38
5 Year 6.24
10 Year 7.87
Since Inception 6.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.47 8.84 5.39 2.37
2024 5.62 1.33 5.95 -0.69
2023 4.90 4.16 -3.70 9.45
2022 -7.53 -15.07 -5.69 7.52
2021 4.22 6.44 -0.99 4.20

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.7214.5212.6115.16-20.3714.4414.1122.98-9.3315.417.32
% Total Return Rel to Index 0.47-3.69-12.40-11.07-2.17-14.24-4.28-8.50-4.94-6.38-4.61
% Total Return Rel to Peer -0.320.022.692.01-7.412.933.435.78-2.831.941.04
% Perf Quintile vs Peer* 3.003.000.003.005.003.002.002.005.003.002.00
% Dividends 0.000.060.300.090.000.310.150.090.130.130.14
% Yield 0.000.462.470.530.001.820.990.690.930.840.98
Capital Gains ($) 0.000.880.000.042.611.230.160.692.730.390.66
Expense Ratio 0.001.451.451.351.351.351.351.351.351.351.35

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