# Portfolio overlap — PODAX vs POCEX

Comparing **Aristotle Portfolio Optimization Growth Fund** (2026-03-31) and **Aristotle Portfolio Optimization Aggressive Growth Fund** (2026-03-31).

- Shared positions: 22
- Aristotle Portfolio Optimization Growth Fund covered by Aristotle Portfolio Optimization Aggressive Growth Fund: 0.8564240223835607232809242533
- Aristotle Portfolio Optimization Aggressive Growth Fund covered by Aristotle Portfolio Optimization Growth Fund: 0.8564240223835607232809242533

## Aristotle Portfolio Optimization Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Aristotle Core Equity Fund | 0.171517 | ✓ |
| Aristotle Growth Equity Fund | 0.114282 | ✓ |
| MONEYMKT | 0.111578 | ✓ |
| iShares Trust RUSSELL 1000 VALUE ETF | 0.100539 | ✓ |
| Aristotle Core Bond Fund | 0.069542 | ✓ |
| iShares Trust RUSSELL 2000 VALUE ETF | 0.057426 | ✓ |
| iShares Russell Mid-Cap Value ETF | 0.053285 | ✓ |
| Aristotle International Equity Fund | 0.044316 | ✓ |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 0.044215 | ✓ |
| Aristotle Short Duration Income Fund | 0.043958 | ✓ |
| ISHARES RUSSELL 2000 GROWTH MUTUAL FUND | 0.039714 | ✓ |
| Aristotle Core Income Fund | 0.031840 | ✓ |
| ISHARES CORE MSCI EMERGING MUTUAL FUND | 0.027082 | ✓ |
| Aristotle High Yield Bond Fund | 0.026254 | ✓ |
| ISHARES MSCI EAFE VALUE ETF MUTUAL FUND | 0.022667 | ✓ |
| VANGUARD-FTSE AW | 0.009010 | ✓ |
| ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND | 0.008997 | ✓ |
| iShares JP Morgan USD Em Mkts Bd ETF | 0.008866 | ✓ |
| iShares Core U.S. REIT ETF - Class USD INC | 0.004448 | ✓ |
| ISHARES TIPS BOND ETF MUTUAL FUND | 0.004435 | ✓ |
| Aristotle Floating Rate Income Fund Class I | 0.004391 | ✓ |
| US BANK MMDA - USBGFS 9 | 0.001638 | ✓ |

## Aristotle Portfolio Optimization Aggressive Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Aristotle Core Equity Fund | 0.187205 | ✓ |
| Aristotle Growth Equity Fund | 0.125244 | ✓ |
| MONEYMKT | 0.107501 | ✓ |
| iShares Trust RUSSELL 1000 VALUE ETF | 0.088940 | ✓ |
| Aristotle International Equity Fund | 0.080144 | ✓ |
| iShares Trust RUSSELL 2000 VALUE ETF | 0.079729 | ✓ |
| iShares Russell Mid-Cap Value ETF | 0.062335 | ✓ |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 0.053203 | ✓ |
| ISHARES RUSSELL 2000 GROWTH MUTUAL FUND | 0.053096 | ✓ |
| ISHARES CORE MSCI EMERGING MUTUAL FUND | 0.031682 | ✓ |
| Aristotle High Yield Bond Fund | 0.026377 | ✓ |
| VANGUARD-FTSE AW | 0.018069 | ✓ |
| iShares Core U.S. REIT ETF - Class USD INC | 0.017842 | ✓ |
| Aristotle Short Duration Income Fund | 0.017666 | ✓ |
| ISHARES MSCI EAFE VALUE ETF MUTUAL FUND | 0.013637 | ✓ |
| iShares JP Morgan USD Em Mkts Bd ETF | 0.008890 | ✓ |
| Aristotle Core Bond Fund | 0.008425 | ✓ |
| Aristotle Core Income Fund | 0.004866 | ✓ |
| ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND | 0.004511 | ✓ |
| ISHARES TIPS BOND ETF MUTUAL FUND | 0.004447 | ✓ |
| Aristotle Floating Rate Income Fund Class I | 0.004411 | ✓ |
| US BANK MMDA - USBGFS 9 | 0.001780 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000894189-26-015799` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1959372/000089418926015799/0000894189-26-015799-index.htm>
- N-PORT (fund B) — accession `0000894189-26-015796` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1959372/000089418926015796/0000894189-26-015796-index.htm>

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