Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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 Funds List
Share Class Type
1 to 25 of 65 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Aristotle Core Income I | PLIIX | Intermediate Core-Plus Bond | −0.66% | 19 | 0.450% | Below Average | Institutional | $500,000 | ||
| Aristotle Core Income I-2 | PLIDX | Intermediate Core-Plus Bond | −0.77% | 21 | 0.550% | Above Average | Institutional | — | ||
| Aristotle Floating Rate Income I | PLFRX | Bank Loan | — | 3.66% | 15 | 0.690% | Below Average | Institutional | $500,000 | |
| Aristotle Floating Rate Income I-2 | PLFDX | Bank Loan | — | 3.60% | 17 | 0.760% | Above Average | Institutional | — | |
| Aristotle Short Duration Income I | PLSDX | Short-Term Bond | 1.31% | 29 | 0.390% | Below Average | Institutional | $500,000 | ||
| Aristotle Short Duration Income I-2 | PLDSX | Short-Term Bond | 1.28% | 30 | 0.490% | Above Average | Institutional | — | ||
| Aristotle Strategic Income I | PLSRX | Multisector Bond | 1.38% | 39 | 0.590% | Low | Institutional | $500,000 | ||
| Aristotle Strategic Income I-2 | PLSFX | Multisector Bond | 1.34% | 40 | 0.690% | Average | Institutional | — | ||
| Aristotle Core Income A | PLIAX | Intermediate Core-Plus Bond | −0.76% | 21 | 0.850% | Above Average | Front Load | $1,000 | ||
| Aristotle ESG Core Bond I | PLEBX | Intermediate Core Bond | −1.25% | 23 | 0.480% | Average | Institutional | $500,000 | ||
| Aristotle ESG Core Bond I-2 | PLEDX | Intermediate Core Bond | −0.91% | 18 | 0.480% | Average | Institutional | — | ||
| Aristotle Floating Rate Income A | PLFLX | Bank Loan | — | 3.52% | 21 | 1.010% | Average | Front Load | $1,000 | |
| Aristotle Short Duration Income A | PLADX | Short-Term Bond | 1.10% | 41 | 0.750% | Average | Front Load | $1,000 | ||
| Aristotle Strategic Income A | PLSTX | Multisector Bond | 1.36% | 39 | 0.940% | Below Average | Front Load | $1,000 | ||
| Aristotle Ultra Short Income I-2 | PLUDX | Ultrashort Bond | — | 2.05% | 37 | 0.320% | Average | Institutional | — | |
| Aristotle Core Eq A | ARALX | Large Growth | 10.59% | 50 | 0.910% | Below Average | Front Load | $1,000 | ||
| Aristotle Core Eq I | ARILX | Large Growth | 10.62% | 50 | 0.650% | Below Average | Institutional | $500,000 | ||
| Aristotle Core Equity I-2 | AILLX | Large Growth | 10.61% | 51 | 0.650% | Below Average | Institutional | — | ||
| Aristotle Core Income C | PLNCX | Intermediate Core-Plus Bond | −1.08% | 35 | 1.600% | High | Level Load | $1,000 | ||
| Aristotle Floating Rate Income C | PLBCX | Bank Loan | — | 3.36% | 42 | 1.760% | Average | Level Load | $1,000 | |
| Aristotle Growth Equity A | ARAGX | Large Growth | 8.63% | 69 | 0.950% | Below Average | Front Load | $1,000 | ||
| Aristotle Growth Equity I | ARIGX | Large Growth | 8.82% | 69 | 0.700% | Average | Institutional | $500,000 | ||
| Aristotle Growth Equity I-2 | AIGGX | Large Growth | — | — | 0.700% | Average | Institutional | — | ||
| Aristotle High Yield Bond A | PLAHX | High Yield Bond | 1.74% | 49 | 0.950% | Below Average | Front Load | $1,000 | ||
| Aristotle High Yield Bond I | PLHIX | High Yield Bond | 1.87% | 40 | 0.550% | Low | Institutional | $500,000 |
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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank