Aristotle Portfolio Optimization Moderate Conservative Fund Class I-2 (PMCDX) is a Allocation--30% to 50% Equity fund with $339.39 Million in assets. The fund allocates 80.01% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Aristotle Core Income Fund at 20.03% of total assets. This is followed by Vanguard Value ETF (10.38%) and Aristotle Growth Equity Fund (4.86%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Aristotle Core Income Fund | 20.03% | - | - |
| Vanguard Value ETF | 10.38% | - | - |
| Aristotle Growth Equity Fund | 4.86% | - | - |
| Aristotle International Equity Fund | 4.00% | - | - |
| Vanguard Total Bond Market ETF | 7.49% | - | - |
| Aristotle Core Equity Fund | 13.37% | - | - |
| Aristotle High Yield Bond Fund | 7.92% | - | - |
| Aristotle Short Duration Income Fund | 6.95% | - | - |
| Vanguard Emerging Markets Government Bond ETF | 2.99% | - | - |
| Vanguard FTSE Emerging Markets ETF | 2.02% | - | - |
| iShares Russell 1000 Value ETF | 7.87% | - | - |
| iShares Russell Mid-Cap Growth ETF | 2.99% | - | - |
| iShares MSCI EAFE Value ETF | 3.48% | - | - |
| Aristotle Floating Rate Income Fund | 3.01% | - | - |
| Aristotle Core Bond Fund | 14.69% | - | - |
| iShares J.P. Morgan USD Emerging Markets Bond ETF | 3.48% | - | - |