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Aristotle Portfolio Optimization Moderate Conservative Fund Class C (POBCX)

US Funds

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10.39 -0.02 -0.19%

30/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 7.51M

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POBCX Holdings

Comprehensive information about top holdings and Key Holding Information for the Pacific Funds Port Optim Mod-Cnsrv C (POBCX) fund. Our Pacific Funds Port Optim Mod-Cnsrv C 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	1.96	2.05	0.09
Shares	43.46	43.46	0.00
Bonds	53.94	53.95	0.01
Preferred	0.63	0.63	0.00
Other	0.01	0.01	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.11	17.36
Price to Book	2.82	2.68
Price to Sales	2.05	1.92
Price to Cash Flow	12.90	11.15
Dividend Yield	1.90	2.46
5 Years Earnings Growth	10.62	10.09

Sector Allocation

Name	Net %	Category Average
Technology	21.96	19.79
Financial Services	15.33	16.21
Healthcare	12.30	11.93
Industrials	11.75	10.63
Consumer Cyclical	9.57	9.10
Consumer Defensive	7.25	7.17
Real Estate	6.05	5.89
Communication Services	5.83	6.68
Energy	4.13	5.81
Utilities	3.00	3.90
Basic Materials	2.83	3.75

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	-	33.13	-	-
Vanguard Value	US9229087443	11.13	178.71	-0.56%
Aristotle Growth Equity I	-	7.55	-	-
Vanguard Total Bond Market	US9219378356	7.47	73.19	-0.26%
Aristotle Core Eq I	-	7.45	-	-
Aristotle International Eq I	-	6.97	-	-
Aristotle High Yield Bond I	-	5.82	-	-
Aristotle Short Duration Income I	-	3.82	-	-
Vanguard Mid-Cap Value	US9229085124	2.17	167.97	-0.80%
Vanguard FTSE Emerging Markets	US9220428588	2.15	50.06	-0.81%

Top Equity Funds by Aristotle Funds

Name	Total Assets	YTD%	3Y%	10Y%
Pacific Funds Port Optim Mod A	635.67M	5.96	10.82	6.37
Pacific Funds Port Optim Gr A	598.76M	6.50	12.61	7.44
Pacific Funds Port Optim Agrsv-Gr A	253.82M	19.88	4.91	8.38
Pacific Funds Port Optim Mod-CnsrvA	178.39M	11.02	1.48	4.51
Pacific Funds Port Optim Cnsrv A	111.05M	8.09	0.51	3.30

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