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Aristotle Portfolio Optimization Moderate Fund Class C: (MF: POMCX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:38 PM ET

$12.48 USD

+0.04 (0.32%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 6.61 60
3 months 4.74 34
6 months 6.69 64
1 Year 17.94 58
3 Year 13.07 59
5 Year 4.68 74
10 Year 7.08 61

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -37.86
Bull Market (2/09 - 3/21) 303.86

Load Adjusted Returns as of May 31, 2026

1 Year 10.69
5 Year 3.68
10 Year 6.30
Since Inception 5.28

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.62 NA NA NA
2025 -1.82 7.50 4.56 2.14
2024 2.69 1.78 4.88 -0.74
2023 4.25 3.35 -3.14 10.31
2022 -7.41 -13.40 -5.16 5.96
2021 2.70 5.48 -0.87 3.41

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.6112.738.8115.13-19.4311.0513.8219.52-7.9712.546.49
% Total Return Rel to Index -2.14-5.48-16.21-11.11-1.22-17.62-4.57-11.96-3.57-9.25-5.44
% Total Return Rel to Peer -1.53-1.76-1.101.97-6.46-0.453.142.32-1.47-0.910.21
% Perf Quintile vs Peer* 4.004.004.003.005.003.002.003.004.004.003.00
% Dividends 0.000.150.310.150.000.270.240.070.150.150.16
% Yield 0.001.211.301.370.001.761.650.581.151.021.15
Capital Gains ($) 0.000.430.000.002.180.870.120.442.220.310.47
Expense Ratio 0.001.451.451.351.351.351.351.351.351.351.35

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