Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Aristotle Portfolio Optimization Moderate Conservative Fund Aristotle Fund Series Trust · 20 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Aristotle Portfolio Optimization Moderate Conservative Fund |
|---|---|
| Aristotle Core Bond Fund | 25.08 % |
| Aristotle Core Equity Fund | 13.34 % |
| iShares TIPS Bond ETF | 11.82 % |
| Aristotle Core Income Fund | 10.71 % |
| Aristotle High Yield Bond Fund | 8.39 % |
| Aristotle Short Duration Incom | 6.94 % |
| Aristotle Growth Equity Fund | 5.86 % |
| Aristotle International Equity | 4.00 % |
| iShares Russell Mid-Cap Value | 2.50 % |
| iShares Core MSCI Emerging Markets ETF | 2.03 % |
| iShares Trust | 1.99 % |
| iShares Trust | 1.53 % |
| iShares Russell 2000 Value ETF | 1.49 % |
| iShares Russell 2000 Growth ETF | 1.49 % |
| Aristotle Floating Rate Income | 1.49 % |
| Vanguard FTSE All World ex-US | 0.51 % |
| iShares Core U.S. REIT ETF | 0.50 % |
1 funds, 20 lines read.