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Aristotle Portfolio Optimization Moderate Fund Class A (POCAX)

US Funds

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11.95 +0.05 +0.42%

06/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 617.48M

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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	2.69	2.87	0.18
Shares	62.62	62.62	0.00
Bonds	34.35	34.35	0.00
Preferred	0.32	0.32	0.00
Other	0.02	0.02	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.64	18.44
Price to Book	2.85	3.22
Price to Sales	2.02	2.21
Price to Cash Flow	12.11	12.22
Dividend Yield	1.70	1.94
5 Years Earnings Growth	9.52	11.22

Sector Allocation

Name	Net %	Category Average
Technology	25.05	23.90
Financial Services	15.83	15.86
Healthcare	11.33	13.10
Industrials	11.31	10.12
Consumer Cyclical	10.75	9.98
Communication Services	7.16	7.49
Consumer Defensive	6.09	6.06
Energy	3.69	4.98
Real Estate	3.55	3.40
Utilities	2.67	3.22
Basic Materials	2.58	3.18

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 20

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Aristotle Core Income I	-	21.44	-	-
Aristotle Core Eq I	-	15.33	-	-
Aristotle Growth Equity I	-	12.50	-	-
iShares Russell 1000 Value	US4642875987	11.66	190.76	+0.98%
Aristotle International Eq I	-	7.07	-	-
iShares Russell Mid-Cap Growth	US4642874816	5.71	135.79	+1.11%
Aristotle High Yield Bond I	-	5.44	-	-
Aristotle Short Duration Income I	-	5.03	-	-
iShares Russell 2000 Value	US4642876308	2.90	154.58	+1.55%
Aristotle Floating Rate Income I	-	2.50	-	-

Top Equity Funds by Aristotle Funds

Name	Total Assets	YTD%	3Y%	10Y%
Pacific Funds Port Optim Gr A	576.38M	-2.41	6.44	6.45
Pacific Funds Port Optim Agrsv-Gr A	241.25M	19.88	4.91	8.38
Pacific Funds Port Optim Mod-CnsrvA	178.21M	11.02	1.48	4.51
Pacific Funds Port Optim Cnsrv A	111.95M	8.09	0.51	3.30
Pacific Funds Port Optim Gr C	30.56M	16.68	3.26	6.50

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