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Aristotle Portfolio Optimization Moderate Fund Class A (POCAX)

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12.34 +0.05 +0.41%

17/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 628.93M

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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	1.42	1.78	0.36
Shares	61.52	61.52	0.00
Bonds	36.86	36.86	0.00
Preferred	0.18	0.18	0.00
Other	0.01	0.01	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.80	18.60
Price to Book	2.93	3.22
Price to Sales	2.09	2.21
Price to Cash Flow	12.31	12.21
Dividend Yield	1.66	1.94
5 Years Earnings Growth	9.12	10.93

Sector Allocation

Name	Net %	Category Average
Technology	25.00	24.01
Financial Services	16.01	15.88
Industrials	11.81	10.18
Consumer Cyclical	10.71	9.98
Healthcare	10.50	12.92
Communication Services	7.53	7.52
Consumer Defensive	5.94	6.08
Energy	3.75	4.91
Real Estate	3.52	3.39
Utilities	2.69	3.21
Basic Materials	2.55	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: 21

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Aristotle Core Eq I	-	16.04	-	-
Aristotle Core Income I	-	12.75	-	-
iShares Russell 1000 Value	US4642875987	11.35	195.88	-0.07%
Aristotle Growth Equity I	-	10.53	-	-
Aristotle Core Bond I	-	8.49	-	-
Aristotle Short Duration Income I	-	8.08	-	-
Aristotle International Eq I	-	7.08	-	-
iShares Russell Mid-Cap Growth	US4642874816	5.91	140.64	+0.58%
Aristotle High Yield Bond I	-	4.33	-	-
iShares Russell Mid-Cap Value	US4642874733	2.56	135.26	+0.20%

Top Equity Funds by Aristotle Funds

Name	Total Assets	YTD%	3Y%	10Y%
Pacific Funds Port Optim Gr A	592.69M	6.50	12.61	7.44
Pacific Funds Port Optim Agrsv-Gr A	250.02M	19.88	4.91	8.38
Pacific Funds Port Optim Mod-CnsrvA	177.53M	11.02	1.48	4.51
Pacific Funds Port Optim Cnsrv A	110.52M	8.09	0.51	3.30
Pacific Funds Port Optim Gr C	30.88M	16.68	3.26	6.50

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