Aristotle Portfolio Optimization Moderate Cons A (POBAX)
10.38
-0.01
(-0.10%)
USD |
May 05 2025
Absolute Attribution
Attribution Table (?)
| Symbol | Name | Weight | 1 Month Contribution | 3 Month Contribution | 6 Month Contribution | YTD Contribution | 1Y Contribution | |
|---|---|---|---|---|---|---|---|---|
| PLIIX | Aristotle Core Income Fund I | 33.96% | -- | -- | -- | -- | 0.18 | |
| IWD | iShares Russell 1000 Value ETF | 9.48% | -- | -- | -- | -- | 0.08 | |
| ARILX | Aristotle Core Equity Fund I | 9.18% | -- | -- | -- | -- | 0.09 | |
| ARIGX | Aristotle Growth Equity Fund I | 7.18% | -- | -- | -- | -- | 0.08 | |
| PLHIX | Aristotle High Yield Bond Fund I | 6.94% | -- | -- | -- | -- | 0.04 | |
| PLSDX | Aristotle Short Duration Income Fund I | 5.01% | -- | -- | -- | -- | 0.03 | |
| ARIFX | Aristotle International Equity Fund I | 4.92% | -- | -- | -- | -- | 0.06 | |
| IWP | iShares Russell Mid-Cap Growth ETF | 3.97% | -- | -- | -- | -- | 0.06 | |
| EFV | iShares MSCI EAFE Value ETF | 3.48% | -- | -- | -- | -- | 0.06 | |
| PLFRX | Aristotle Funds Floating Rate Income I | 3.01% | -- | -- | -- | -- | 0.02 | |
| TIP | iShares TIPS Bond ETF | 2.56% | -- | -- | -- | -- | 0.01 | |
| IWN | iShares Russell 2000 Value ETF | 2.48% | -- | -- | -- | -- | -0.01 | |
| PLEBX | Aristotle Core Bond Fund I | 2.01% | -- | -- | -- | -- | 0.01 | |
| VSS | Vanguard FTSE All-World ex-US Small-Cap Index ETF | 1.97% | -- | -- | -- | -- | 0.02 | |
| EMB | iShares JPMorgan USD Emerging Markets Bond ETF | 1.51% | -- | -- | -- | -- | 0.01 | |
| USRT | iShares Core US REIT ETF | 0.51% | -- | -- | -- | -- | 0.01 | |
| IWS | iShares Russell Mid-Cap Value ETF | 0.51% | -- | -- | -- | -- | 0.00 | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 0.50% | -- | -- | -- | -- | 0.00 | |
| IWO | iShares Russell 2000 Growth ETF | 0.49% | -- | -- | -- | -- | 0.00 |
Showing 1 - 19 of 19 Holdings