Back to top
more

Aristotle Portfolio Optimization Aggressive-growth Fund Class A: (MF: POEAX)

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

$14.60 USD

+0.02 (0.14%)

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

Zacks Premium Research for POEAX

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

Strong Buy 1
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Aristotle Optimization Aggrsv A POEAX 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 Aggressive C POCEX 13.73 12/31/2003 0.15 18.34 15.84 7.62
PL Optimization Aggressive A POEAX 14.60 12/31/2003 1.28 19.33 16.73 8.44

Investment Information

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

Contact Information

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