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 Growth 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 Growth Fund |
|---|---|
| Aristotle Core Equity Fund | 19.30 % |
| iShares TIPS Bond ETF | 13.82 % |
| Aristotle Growth Equity Fund | 12.86 % |
| Aristotle Core Bond Fund | 7.83 % |
| iShares Russell 2000 Value ETF | 6.46 % |
| iShares Russell Mid-Cap Value | 6.00 % |
| Aristotle International Equity | 4.99 % |
| iShares Trust | 4.98 % |
| Aristotle Short Duration Incom | 4.95 % |
| iShares Russell 2000 Growth ETF | 4.47 % |
| Aristotle Core Income Fund | 3.58 % |
| iShares Core MSCI Emerging Markets ETF | 3.05 % |
| Aristotle High Yield Bond Fund | 2.95 % |
| iShares Trust | 2.55 % |
| Vanguard FTSE All World ex-US | 1.01 % |
| iShares Core U.S. REIT ETF | 0.50 % |
| Aristotle Floating Rate Income | 0.49 % |
1 funds, 20 lines read.