Aristotle Multi-Asset Balanced Fund Class A
POCAX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Performance
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Company Information
Provider
Aristotle Funds
Manager/Tenure
(Years)
(Years)
Carleton J. Muench (19), Jie "Edward" Sheng (5), Jordan D. Fettman (0)
Website
Address
Aristotle Funds
Milwaukee WI - 53201-2175
Milwaukee WI - 53201-2175
Country
United States
Phone Number
--
Investment Strategy
The investment seeks long-term growth of capital and low to moderate income. The fund is a "fund of funds" that seeks to achieve its investment goal by investing in a combination of underlying funds. Under normal circumstances, between 40% and 90% of the fund’s assets in underlying funds sub-advised by an affiliate of the investment adviser. The advisor expects to be as fully invested as practical, although it may maintain liquidity reserves to meet redemption requests. It may invest a significant portion of its assets in any single underlying fund.