Aristotle Portfolio Optimization Moderate Fund Class C (POMCX) - Allocation--50% to 70% Equity fund with $767.57 Million in assets. The fund allocates 76.18% 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 7.42% of total assets. This is followed by Aristotle Growth Equity Fund (13.21%) and Vanguard Value ETF (14.73%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Aristotle Core Income Fund | 7.42% | - | - |
| Aristotle Growth Equity Fund | 13.21% | - | - |
| Vanguard Value ETF | 14.73% | - | - |
| Aristotle Core Equity Fund | 17.67% | - | - |
| Aristotle International Equity Fund | 3.99% | - | - |
| Aristotle Short Duration Income Fund | 6.93% | - | - |
| 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 | 9.15% | - | - |
| iShares Russell Mid-Cap Growth ETF | 3.98% | - | - |
| iShares Russell 2000 Value ETF | 3.00% | - | - |
| Aristotle Floating Rate Income Fund | 2.51% | - | - |
| Aristotle Core Bond Fund | 16.91% | - | - |
| iShares Russell Mid-Cap Value ETF | 4.00% | - | - |
| GS Financial Square Government Fund | 6.98% | - | - |