PMADX

About PMADX

Aristotle Portfolio Optimization Growth Fund Class I-2 is an open-end mutual fund that pursues **moderately high, long-term capital appreciation** with **low current income** through a diversified, multi-asset approach. It operates as a **fund of funds**, allocating primarily to underlying equity and fixed income strategies to balance growth potential with risk control. Under normal conditions, the fund targets approximately **70–85% in equities** and **15–30% in debt**, providing broad exposure across U.S. and international markets and select fixed income segments. The strategy emphasizes a disciplined process—maintaining a long-term focus, following data-driven assessments, and avoiding market timing—to navigate varying market regimes. Within equities, the fund blends styles and capitalizations, while its bond sleeve incorporates core and high-yield exposures to enhance diversification and income stability. As part of a larger family of allocation offerings, the fund is positioned as a **core growth-oriented allocation** vehicle for investors seeking an integrated solution that consolidates asset allocation, manager selection, and ongoing rebalancing within a single product.