As of the latest SEC filings, ARISTOTLE HIGH YIELD BOND FUND (PLHIX) is held by 5 institutional funds. The largest fund shareholder is Aristotle Portfolio Optimization Moderate Fund (POCAX), holding an estimated $22,135,688.81 in market value, representing 3.45% of its portfolio.
Funds holding ARISTOTLE HIGH YIELD BOND FUND (PLHIX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLHIX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
POCAX
Aristotle Portfolio Optimization Moderate Fund
|
MF | Independent / Boutique | 3.45% | $22,135,688.81 | 2,437,851 | Mar 31, 2026 | May 27, 2026 |
|
PODAX
Aristotle Portfolio Optimization Growth Fund
|
MF | Independent / Boutique | 2.95% | $18,200,151.64 | 2,004,422 | Mar 31, 2026 | May 27, 2026 |
|
POBAX
Aristotle Portfolio Optimization Moderate Conservative Fund
|
MF | Independent / Boutique | 8.39% | $15,030,203.11 | 1,655,309 | Mar 31, 2026 | May 27, 2026 |
|
POAAX
Aristotle Portfolio Optimization Conservative Fund
|
MF | Independent / Boutique | 10.37% | $12,225,067.85 | 1,346,373 | Mar 31, 2026 | May 27, 2026 |
|
POEAX
Aristotle Portfolio Optimization Aggressive Growth Fund
|
MF | Independent / Boutique | 2.96% | $8,046,132.82 | 886,138 | Mar 31, 2026 | May 27, 2026 |
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