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Aristotle Portfolio Optimization Moderate Fund Class A (POCAX)

US Funds

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13.08 -0.04 -0.30%

29/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 648.91M

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POCAX Holdings

Comprehensive information about top holdings and Key Holding Information for the Pacific Funds Port Optim Mod A (POCAX) fund. Our Pacific Funds Port Optim Mod A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.78	1.97	0.19
Shares	61.96	61.96	0.00
Bonds	36.11	36.11	0.00
Preferred	0.12	0.12	0.00
Other	0.02	0.02	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.03	19.17
Price to Book	3.21	3.32
Price to Sales	2.35	2.32
Price to Cash Flow	13.31	12.61
Dividend Yield	1.48	1.88
5 Years Earnings Growth	9.74	10.80

Sector Allocation

Name	Net %	Category Average
Technology	27.78	24.88
Financial Services	14.64	15.72
Consumer Cyclical	11.22	10.08
Industrials	10.87	10.22
Healthcare	10.04	12.23
Communication Services	8.54	7.79
Consumer Defensive	4.86	5.93
Real Estate	3.51	3.23
Energy	3.44	4.76
Utilities	2.73	3.24
Basic Materials	2.37	3.16

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 21

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Aristotle Core Eq I	-	17.67	-	-
Aristotle Core Income I	-	13.35	-	-
Aristotle Growth Equity I	-	12.70	-	-
iShares Russell 1000 Value	US4642875987	11.20	205.15	+0.21%
Aristotle Core Bond I	-	8.91	-	-
Aristotle Short Duration Income I	-	7.92	-	-
iShares Russell Mid-Cap Growth	US4642874816	4.48	141.58	-0.81%
Aristotle International Eq I	-	3.99	-	-
iShares Russell Mid-Cap Value	US4642874733	3.52	138.56	+0.21%
Aristotle High Yield Bond I	-	3.46	-	-

Top Equity Funds by Aristotle Funds

Name	Total Assets	YTD%	3Y%	10Y%
Pacific Funds Port Optim Gr A	618.97M	12.51	16.84	8.84
Pacific Funds Port Optim Agrsv-Gr A	262.41M	19.88	4.91	8.38
Pacific Funds Port Optim Mod-CnsrvA	181.89M	11.02	1.48	4.51
Pacific Funds Port Optim Cnsrv A	112.5M	8.09	0.51	3.30
Pacific Funds Port Optim Gr C	30.66M	16.68	3.26	6.50

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Name	Price	Chg.	Chg. %
Pacific Funds Por.	13.08	-0.04	-0.30%
SMTAM DC Target Y.	17,451.000	+48.000	+0.28%
Robeco BP US Sele.	506.970	-6.250	-1.22%
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