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

3M 6M YTD 1Y 5Y 10Y Max

YTD Return 2.43%

1-Year Return 14.90%

3-Year Return 12.98%

5-Year Return 6.01%

NAV $12.64

Previous Close $12.67

Net Assets $1.08 Billion

Expense Ratio 0.87%

Dividend Yield 0.04%

Morning Star Rating -

Inception Date 2003-12-31

Update Date 2026-03-31

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