Aristotle Portfolio Optimization Growth FundPODCX
Type
Mutual fund
Peer group
Allocation
Net assets
$616.0M
Expense ratio
1.86%
1-year return
+14.6%
3 years, a year
+12.4%
5 years, a year
—
Holdings
22
What it aims to do.
Aristotle Portfolio Optimization Growth Fund (the Fund) seeks moderately high, long-term capital appreciation with low, current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Aristotle Core Equity Fund | 19.30% |
| Aristotle Growth Equity Fund | 12.86% |
| Goldman Sachs Trust | 12.56% |
| iShares Russell 1000 Value ETF | 11.31% |
| 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 Russell Mid-Cap Growth | 4.98% |
| Aristotle Short Duration Incom | 4.95% |
More on PODCX.
- PODCX overview
- PODCX holdings
- PODCX risk
- PODCX costs
- PODCX money in and out
- PODCX share classes
- Compare PODCX 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.