Aristotle Portfolio Optimization Moderate Conservative FundPOBAX
Type
Mutual fund
Peer group
Allocation
Net assets
$179.1M
Expense ratio
1.10%
1-year return
+10.1%
3 years, a year
+9.1%
5 years, a year
—
Holdings
22
What it aims to do.
Aristotle Portfolio Optimization Moderate Conservative Fund (the Fund) seeks current income and moderate growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Aristotle Core Bond Fund | 25.08% |
| Aristotle Core Equity Fund | 13.34% |
| Aristotle Core Income Fund | 10.71% |
| Aristotle High Yield Bond Fund | 8.39% |
| Aristotle Short Duration Incom | 6.94% |
| iShares Russell 1000 Value ETF | 6.83% |
| Goldman Sachs Trust | 6.24% |
| Aristotle Growth Equity Fund | 5.86% |
| Aristotle International Equity | 4.00% |
| iShares J.P. Morgan USD Emergi | 2.99% |
More on POBAX.
- POBAX overview
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- POBAX share classes
- Compare POBAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.