Morningstar

Aristotle Funds Mutual Funds

View all of Aristotle Funds’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Aristotle Funds Mutual Funds List

1 to 25 of 71 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Aristotle Floating Rate Income Fund Class I-2PLFDXBank Loan—3.09%360.810%HighInstitutional$0
Aristotle Floating Rate Income Fund Class IPLFRXBank Loan—3.20%320.730%AverageInstitutional$500,000
Aristotle Core Bond Fund Class I-2PLEDXIntermediate Core Bond—−3.07%720.480%AverageInstitutional$0
Aristotle Core Income Fund Class H—Intermediate Core-Plus Bond—−2.73%520.460%AverageNo Load$0
Aristotle Growth Equity Fd I-2AIGGXLarge Growth
13.30%310.700%AverageInstitutional$0
Aristotle Floating Rate Income Fund Class APLFLXBank Loan—2.78%511.060%Above AverageFront Load$1,000
Aristotle Ultra Short Income Fund Class H—Ultrashort Bond—2.62%430.320%Below AverageNo Load$0
Aristotle Core Equity Fund Class I-2AILLXLarge Blend
15.83%150.650%AverageInstitutional$0
Aristotle Multi-Asset Capital Opportunities Fund Class I-2POEDXAggressive Allocation
12.16%120.890%Above AverageInstitutional$0
Aristotle Core Income Fund Class APLIAXIntermediate Core-Plus Bond—−3.18%770.850%Above AverageFront Load$1,000
Aristotle Core Income Fund Class I-2PLIDXIntermediate Core-Plus Bond—−2.84%610.550%Above AverageInstitutional$0
Aristotle Short Duration Income Fund Class I-2PLDSXShort-Term Bond—0.50%500.490%Above AverageInstitutional$0
Aristotle Short Duration Income Fund Class H—Short-Term Bond—0.59%470.400%Below AverageNo Load$0
Aristotle Short Duration Income Fund Class APLADXShort-Term Bond—0.30%590.750%Above AverageFront Load$1,000
Aristotle Core Bond Fund Class IPLEBXIntermediate Core Bond—−3.03%690.440%Below AverageInstitutional$500,000
Aristotle Short Duration Income Fund Class IPLSDXShort-Term Bond—0.48%470.390%Below AverageInstitutional$500,000
Aristotle Growth Equity Fund Class IARIGXLarge Growth
14.41%300.700%AverageInstitutional$500,000
Aristotle Strategic Income Fund Class H—Multisector Bond—−1.22%620.600%Below AverageNo Load$0
Aristotle Ultra Short Income Class I-2PLUDXUltrashort Bond—2.66%430.320%AverageInstitutional$0
Aristotle Core Bond Fund Class H—Intermediate Core Bond—−3.02%690.480%AverageNo Load$0
Aristotle Strategic Income Fund Class I-2PLSFXMultisector Bond—−1.22%620.690%Above AverageInstitutional$0
Aristotle Core Income Fund Class IPLIIXIntermediate Core-Plus Bond—−2.88%560.450%AverageInstitutional$500,000
Aristotle Ultra Short Income Class IPLUIXUltrashort Bond—2.55%590.320%AverageInstitutional$500,000
Aristotle Strategic Income Fund Class IPLSRXMultisector Bond—−1.15%630.590%LowInstitutional$500,000
Aristotle Core Equity Fund Class AARALXLarge Blend
14.45%160.900%Below AverageFront Load$1,000

Aristotle Funds Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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