Aristotle Portfolio Optimization Aggressive Growth Fund Class A (POEAX) - Allocation--85%+ Equity fund with $264.95 Million in assets. The fund allocates 93.83% 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 Growth Equity Fund at 13.73% of total assets. This is followed by Vanguard Value ETF (16.51%) and Aristotle Core Equity Fund (20.68%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Aristotle Growth Equity Fund | 13.73% | - | - |
| Vanguard Value ETF | 16.51% | - | - |
| Aristotle Core Equity Fund | 20.68% | - | - |
| Aristotle International Equity Fund | 9.11% | - | - |
| Vanguard Mid-Cap Value ETF | 6.98% | - | - |
| Vanguard Mid-Cap Growth ETF | 5.97% | - | - |
| iShares Russell 2000 Value ETF | 8.99% | - | - |
| Aristotle Core Income Fund | 3.93% | - | - |
| iShares Russell 2000 Growth ETF | 4.92% | - | - |
| Vanguard FTSE Emerging Markets ETF | 3.01% | - | - |
| iShares Russell 1000 Value ETF | 12.18% | - | - |
| iShares Russell Mid-Cap Growth ETF | 5.99% | - | - |
| iShares Russell Mid-Cap Value ETF | 6.55% | - | - |
| iShares MSCI EAFE Value ETF | 3.50% | - | - |
| iShares Core U.S. REIT ETF | 2.52% | - | - |
| Vanguard FTSE All World ex-US Small-Cap ETF | 2.99% | - | - |
| GS Financial Square Government Fund | 8.74% | - | - |
| iShares Core MSCI Emerging Markets ETF | 3.56% | - | - |