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

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.37 61
3 months 3.73 64
6 months 8.51 50
1 Year 19.33 34
3 Year 16.73 26
5 Year 8.44 35
10 Year 11.13 19

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -54.01
Bull Market (2/09 - 3/21) 571.37

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.26
5 Year 7.23
10 Year 9.39
Since Inception 7.19

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.16 10.77 6.43 2.80
2024 6.54 1.55 6.73 -0.29
2023 5.69 5.66 -4.23 10.86
2022 -8.18 -16.37 -5.98 8.87
2021 6.08 7.43 -0.95 5.23

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.3717.3815.1418.56-21.4118.7916.0826.87-9.1619.158.55
% Total Return Rel to Index 0.91-0.83-9.87-7.67-3.20-9.88-2.31-4.61-4.76-2.63-3.38
% Total Return Rel to Peer 0.112.885.225.41-8.447.285.409.67-2.665.692.27
% Perf Quintile vs Peer* 3.002.000.002.005.001.002.001.005.002.001.00
% Dividends 0.000.200.280.050.000.510.210.220.240.190.18
% Yield 0.001.262.001.530.002.551.171.361.521.051.12
Capital Gains ($) 0.000.930.000.153.741.380.340.942.880.490.87
Expense Ratio 0.000.700.700.600.600.600.600.600.600.600.60

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