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POACX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Aristotle Portfolio OptimizationCns C (POACX) Ownership - Who owns Aristotle Portfolio OptimizationCns C?

The investment seeks current income and preservation of capital... Show more

Category: #Conservative Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

POACX

Net Assets

124M

Fund Existence

over 21 years

Turnover

53.00

Total Expense Ratio

1.86

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

1000

Morningstar Category

Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.87

Assets in Top Ten Holdings

136M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

8.64M

Fund Type

OpenEnd

Index Fund

Management Fee

0.45

Modified Duration

N/A

No Load Fund

Number of Long Holdings

19.00

Number of Net Holdings

19.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.41

Weighting Top Ten Holdings

88.99%

Gain YTD

4.930

Annual Yield % from dividends

3.97

Returns for 1 year

6.10

Returns for 3 years

7.63

Returns for 5 years

1.50

Returns for 10 years

7.70

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Category ConservativeAllocation

Profile

Fundamentals

Details