POMDX

About POMDX

Aristotle Portfolio Optimization Moderate Fund Class I-2 is a diversified mutual fund designed to achieve long-term capital growth with a secondary objective of providing low to moderate income. The fund employs a balanced investment approach, allocating assets across both global equity and debt markets, typically maintaining an allocation range of 50–70% in equities and 30–50% in fixed income instruments. This moderate allocation seeks to blend the potential for capital appreciation from stocks with the stability and income characteristics of bonds, aiming to deliver consistent performance through various market cycles. The fund follows a disciplined investment philosophy, guided by a long-term perspective, reliance on fundamental analysis, and avoidance of market timing strategies. It is managed by an integrated team, leveraging a diversified selection of holdings that include both domestic and international assets. Designed as a core portfolio holding, the fund is intended for investors seeking a strategic balance between risk and return, making it suitable for those who prefer a moderate approach to asset growth and income generation.