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Aristotle Portfolio Optimization Moderate Fund Class I-2: (MF: POMDX)

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

$12.19 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 1.93 88
3 months 2.13 89
6 months 6.27 77
1 Year 13.91 64
3 Year 13.04 53
5 Year 6.01 63
10 Year 8.39 50

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.83
5 Year 5.87
10 Year 7.67
Since Inception 7.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.61 7.78 4.81 2.41
2024 4.81 2.03 5.19 -0.49
2023 4.36 3.68 -3.07 8.87
2022 -7.19 -13.19 -4.89 6.30
2021 3.00 5.82 -0.65 3.66

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.9313.8311.9314.19-18.5612.2514.9120.71-7.1013.777.46
% Total Return Rel to Index -0.16-4.38-13.08-12.05-0.35-16.43-3.49-10.77-2.70-8.02-4.47
% Total Return Rel to Peer -0.95-0.672.011.03-5.590.744.223.51-0.600.311.18
% Perf Quintile vs Peer* 5.003.000.003.005.003.002.003.003.003.002.00
% Dividends 0.000.500.350.180.000.390.340.210.250.260.26
% Yield 0.003.802.914.340.002.492.381.601.871.771.91
Capital Gains ($) 0.000.470.000.002.180.870.120.442.220.310.47
Expense Ratio 0.000.450.450.350.350.350.350.350.350.350.35

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