Aristotle Portfolio Optimization Aggressive Growth FundPOEDX
Type
Mutual fund
Peer group
Allocation
Net assets
$272.2M
Expense ratio
0.87%
1-year return
+18.6%
3 years, a year
+15.4%
5 years, a year
—
Holdings
22
What it aims to do.
Aristotle Portfolio Optimization Aggressive Growth Fund (the Fund) seeks high, long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Aristotle Core Equity Fund | 20.98% |
| Aristotle Growth Equity Fund | 14.04% |
| Goldman Sachs Trust | 12.05% |
| iShares Russell 1000 Value ETF | 9.97% |
| Aristotle International Equity | 8.98% |
| iShares Russell 2000 Value ETF | 8.94% |
| iShares Russell Mid-Cap Value | 6.99% |
| iShares Russell Mid-Cap Growth | 5.96% |
| iShares Russell 2000 Growth ET | 5.95% |
| iShares Core MSCI Emerging Mar | 3.55% |
More on POEDX.
- POEDX overview
- POEDX holdings
- POEDX risk
- POEDX costs
- POEDX money in and out
- POEDX share classes
- Compare POEDX 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.