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Morningstar

Aristotle Strategic Credit ARSSX

Morningstar Analyst Rating
Quantitative rating as of | See Aristotle Fund Investment Hub
  • NAV / 1-Day Return 9.70  /  0.31 %
  • Total Assets 8.5 Mil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.79%
  • Effective Duration —

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis ARSSX

Will ARSSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARSSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ARSSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ARSSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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An upgrade in its Process Pillar rating is the primary driver of Aristotle Strategic Credit's upgrade to a Morningstar Quantitative Rating of Bronze from Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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