Aristotle Portfolio Optimization Agg Gr Fd C (POCEX)
11.54
+0.24
(+2.12%)
USD |
Apr 22 2025
Absolute Attribution
Attribution Table (?)
| Symbol | Name | Weight | 1 Month Contribution | 3 Month Contribution | 6 Month Contribution | YTD Contribution | 1Y Contribution | |
|---|---|---|---|---|---|---|---|---|
| ARILX | Aristotle Core Equity Fund I | 22.88% | -- | -- | -- | -- | 0.13 | |
| ARIGX | Aristotle Growth Equity Fund I | 16.82% | -- | -- | -- | -- | 0.09 | |
| IWD | iShares Russell 1000 Value ETF | 13.77% | -- | -- | -- | -- | 0.07 | |
| ARIFX | Aristotle International Equity Fund I | 10.94% | -- | -- | -- | -- | 0.10 | |
| IWN | iShares Russell 2000 Value ETF | 6.48% | -- | -- | -- | -- | -0.03 | |
| IWP | iShares Russell Mid-Cap Growth ETF | 6.47% | -- | -- | -- | -- | 0.05 | |
| IWS | iShares Russell Mid-Cap Value ETF | 4.56% | -- | -- | -- | -- | 0.01 | |
| EFV | iShares MSCI EAFE Value ETF | 3.50% | -- | -- | -- | -- | 0.06 | |
| IWO | iShares Russell 2000 Growth ETF | 3.45% | -- | -- | -- | -- | -0.01 | |
| USRT | iShares Core US REIT ETF | 3.07% | -- | -- | -- | -- | 0.04 | |
| VSS | Vanguard FTSE All-World ex-US Small-Cap Index ETF | 2.97% | -- | -- | -- | -- | 0.02 | |
| PLHIX | Aristotle High Yield Bond Fund I | 2.50% | -- | -- | -- | -- | 0.02 | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 1.49% | -- | -- | -- | -- | 0.01 | |
| PLFRX | Aristotle Funds Floating Rate Income I | 0.51% | -- | -- | -- | -- | 0.00 | |
| EMB | iShares JPMorgan USD Emerging Markets Bond ETF | 0.51% | -- | -- | -- | -- | 0.00 |
Showing 1 - 15 of 15 Holdings