POEAX

About POEAX

Aristotle Portfolio Optimization Aggressive Growth Fund Class A is a mutual fund designed to pursue high, long-term capital appreciation through an aggressive allocation strategy. As a fund of funds, it invests primarily in a diverse mix of underlying equity and select debt funds, with the vast majority of its portfolio—between 85% and 100%—allocated to stocks, and only a minor portion—up to 15%—to fixed income securities. This structure seeks to maximize growth potential while maintaining some diversification across asset classes. The fund selects its holdings based on a disciplined process, emphasizing long-term focus, data-driven decision-making, and avoiding market timing. The portfolio features significant positions in both domestic and international equities, utilizing underlying funds managed by well-established investment managers and incorporating major exchange-traded funds. As part of the aggressive allocation category, this fund serves investors seeking robust capital growth over extended periods, willing to accept higher short-term volatility as part of its strategy. Its diversified, global approach positions it as a core component for growth-oriented portfolios in the wider market landscape.