Aristotle Multi-Asset Balanced I-2 (POMDX) - Allocation--50% to 70% Equity fund with $1.08 Billion in assets. The fund allocates 75.34% 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 6.84% of total assets. This is followed by Aristotle Growth Equity Fund (12.24%) and Vanguard Value ETF (14.73%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Aristotle Core Income Fund | 6.84% | - | - |
| Aristotle Growth Equity Fund | 12.24% | - | - |
| Vanguard Value ETF | 14.73% | - | - |
| Aristotle Core Equity Fund | 18.43% | - | - |
| Aristotle International Equity Fund | 4.99% | - | - |
| Aristotle Short Duration Income Fund | 5.93% | - | - |
| Aristotle High Yield Bond Fund | 3.46% | - | - |
| 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 | 9.41% | - | - |
| iShares Russell Mid-Cap Growth ETF | 3.63% | - | - |
| iShares Russell 2000 Value ETF | 3.00% | - | - |
| Aristotle Floating Rate Income Fund | 2.51% | - | - |
| Aristotle Core Bond Fund | 15.94% | - | - |
| iShares Russell Mid-Cap Value ETF | 4.66% | - | - |
| GS Financial Square Government Fund | 5.32% | - | - |