Aristotle Portfolio Optimization Moderate Fund Class A (POCAX) - Allocation--50% to 70% Equity fund with $767.57 Million in assets. The fund allocates 81.34% 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 13.49% of total assets. This is followed by Aristotle Growth Equity Fund (12.43%) and Vanguard Value ETF (14.73%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Aristotle Core Income Fund | 13.49% | - | - |
| Aristotle Growth Equity Fund | 12.43% | - | - |
| Vanguard Value ETF | 14.73% | - | - |
| Aristotle Core Equity Fund | 17.41% | - | - |
| Aristotle International Equity Fund | 4.05% | - | - |
| Aristotle Short Duration Income Fund | 7.00% | - | - |
| Aristotle High Yield Bond Fund | 3.51% | - | - |
| Vanguard Total Bond Market ETF | 3.20% | - | - |
| Vanguard Mid-Cap Growth ETF | 3.00% | - | - |
| Vanguard FTSE Emerging Markets ETF | 2.52% | - | - |
| iShares Russell 1000 Value ETF | 11.33% | - | - |
| iShares Russell Mid-Cap Growth ETF | 4.49% | - | - |
| iShares Russell 2000 Value ETF | 3.00% | - | - |
| Aristotle Floating Rate Income Fund | 2.51% | - | - |
| Aristotle Core Bond Fund | 9.99% | - | - |
| iShares Russell Mid-Cap Value ETF | 4.53% | - | - |