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Aristotle Portfolio Optimization Moderate Fund Class A (POCAX)

US Funds

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13.05 -0.07 -0.53%

01/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Pacific Funds Series Trust

Asset Class: Equity

Morningstar Rating:
Total Assets: 638.9M

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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	1.72	1.89	0.17
Shares	62.53	62.53	0.00
Bonds	35.61	35.61	0.00
Preferred	0.11	0.11	0.00
Other	0.03	0.03	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.98	18.99
Price to Book	3.21	3.34
Price to Sales	2.35	2.35
Price to Cash Flow	13.66	12.75
Dividend Yield	1.46	1.87
5 Years Earnings Growth	9.81	10.71

Sector Allocation

Name	Net %	Category Average
Technology	28.29	25.23
Financial Services	14.38	15.65
Consumer Cyclical	11.06	9.98
Industrials	10.94	10.20
Healthcare	10.18	12.18
Communication Services	8.53	7.90
Consumer Defensive	4.74	5.92
Energy	3.41	4.67
Real Estate	3.40	3.31
Utilities	2.75	3.26
Basic Materials	2.32	3.19

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	-	17.92	-	-
Aristotle Core Income I	-	13.16	-	-
Aristotle Growth Equity I	-	13.02	-	-
iShares Russell 1000 Value	US4642875987	11.23	208.43	-0.06%
Aristotle Core Bond I	-	8.79	-	-
Aristotle Short Duration Income I	-	7.79	-	-
iShares Russell Mid-Cap Growth	US4642874816	4.46	137.62	-0.09%
Aristotle International Eq I	-	3.97	-	-
iShares Russell Mid-Cap Value	US4642874733	3.47	140.36	-0.23%
Aristotle High Yield Bond I	-	3.38	-	-

Top Equity Funds by Aristotle Funds

Name	Total Assets	YTD%	3Y%	10Y%
Pacific Funds Port Optim Gr A	611.51M	14.11	15.39	8.36
Pacific Funds Port Optim Agrsv-Gr A	262.2M	19.88	4.91	8.38
Pacific Funds Port Optim Mod-CnsrvA	180.33M	11.02	1.48	4.51
Pacific Funds Port Optim Cnsrv A	112.27M	8.09	0.51	3.30
Pacific Funds Port Optim Gr C	30.03M	16.68	3.26	6.50

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Recent Quotes

Name	Price	Chg.	Chg. %
Pacific Funds Por.	13.05	-0.07	-0.53%
BTT	22.52	+0.03	+0.13%
UTC/DOGE	1.4000	0.0000	0.00%