Aristotle Portfolio Optimization Conservative Fund Class I-2 (PLCDX)

PLCDX Holdings Information

PLCDX is a mutual fund with a total of 21 individual holdings.

• Total Holdings: 21
• Top 10 Percentage: 88.51%
• Asset Class: n/a
• Fund Category: Allocation--15% to 30% Equity
• Assets: 236.03M
• Forward PE Ratio: 18.17

Top 25 Holdings

As of Mar 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	PLEBX	Aristotle Core Bond I	32.71%	4,420,722
2	PLIIX	Aristotle Core Income Fund Class I	14.00%	1,717,085
3	PLHIX	Aristotle High Yield Bond Fund Class I	10.36%	1,346,373
4	PLSDX	Aristotle Short Duration Income Fund Class I	8.92%	1,032,893
5	ARILX	Aristotle Core Eq I	6.34%	483,204
6	EMB	iShares JP Morgan USD Emerging Markets Bond ETF	4.99%	62,701
7	ARIGX	Aristotle Funds Series Trust - Growth Equity Fund	3.35%	298,288
8	IWD	iShares Russell 1000 Value ETF	3.33%	18,393
9	TIP	iShares TIPS Bond ETF	2.50%	26,695
10	IWS	iShares Russell Mid-Cap Value ETF	2.00%	16,191
11	PLFRX	Aristotle Floating Rate Income Fund Class I	1.98%	253,672
12	EFV	iShares MSCI EAFE Value ETF	1.53%	24,302
13	IWP	iShares Russell Mid-Cap Growth ETF	1.49%	13,755
14	IWN	iShares Russell 2000 Value ETF	1.49%	9,286
15	IEMG	iShares Core MSCI Emerging Markets ETF	1.02%	17,195
16	EFG	iShares MSCI EAFE Growth ETF	1.01%	10,733
17	ARIFX	Aristotle International Equity I	1.00%	93,077
18	IWO	iShares Russell 2000 Growth ETF	0.99%	3,736
19	USRT	iShares Core U.S. REIT ETF	0.50%	9,985
20	n/a	US DOLLARS	0.29%	346,106
21	n/a	US BANK MMDA - USBGFS 9	0.18%	210,514