Aristotle Portfolio Optimization GrA (PODAX) is a Allocation--70% to 85% Equity fund with $665.10 Million in assets. The fund allocates 85.78% 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 Vanguard Value ETF at 17.93% of total assets. This is followed by Aristotle Growth Equity Fund (11.37%) and Aristotle Core Equity Fund (19.32%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Vanguard Value ETF | 17.93% | - | - |
| Aristotle Growth Equity Fund | 11.37% | - | - |
| Aristotle Core Equity Fund | 19.32% | - | - |
| Aristotle International Equity Fund | 6.99% | - | - |
| Aristotle Core Income Fund | 6.18% | - | - |
| Vanguard Mid-Cap Value ETF | 5.51% | - | - |
| Vanguard Mid-Cap Growth ETF | 4.00% | - | - |
| Vanguard FTSE Emerging Markets ETF | 3.53% | - | - |
| Aristotle High Yield Bond Fund | 3.99% | - | - |
| iShares Russell 2000 Value ETF | 6.96% | - | - |
| iShares Russell 1000 Value ETF | 13.35% | - | - |
| iShares Russell Mid-Cap Growth ETF | 6.46% | - | - |
| iShares Russell Mid-Cap Value ETF | 6.02% | - | - |
| iShares MSCI EAFE Value ETF | 3.50% | - | - |
| Aristotle Short Duration Income Fund | 5.44% | - | - |
| Aristotle Core Bond Fund | 4.21% | - | - |