POAAX

About POAAX

Aristotle Portfolio Optimization Conservative Fund Class A is an open-end mutual fund focused on delivering current income and preserving capital. Structured as a fund of funds, it allocates assets primarily among other mutual funds and exchange-traded funds, targeting a balanced mix of high-quality fixed income securities and equity holdings. The fund typically maintains a conservative allocation, with approximately 70–85% of its portfolio invested in debt instruments such as core income and bond funds, and 15–30% in equities, including both U.S. and international stocks. This diversified approach seeks to provide steady income while minimizing downside risk, making the fund suitable for investors with lower risk tolerance or those seeking stable returns over market cycles. With a history dating back to 2003, the fund is managed according to principles emphasizing long-term discipline and factual analysis, avoiding market timing. It has an annual payout frequency and emphasizes exposure to large blend equities and high-quality bonds, positioning itself as a core holding within the conservative allocation category.