PLSFX – Aristotle Strategic Income I-2 Investment Strategy | Morningstar

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Strategy

The investment seeks a high level of current income; it may also seek capital appreciation. The fund invests principally in income producing debt instruments. Its allocations to non-investment grade debt instruments and investment grade debt instruments will change based on the sub-adviser’s view of market conditions and, as a result, may range from up to 70% of its net assets in non-investment grade debt instruments and floating rate loans to up to 65% of its net assets in investment grade debt instruments, including corporate debt securities, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
—	Aristotle Strategic Income Fund Class H	No Load	Open			Dec 5, 2025	$12,634.00	0.600%	Below Average	$0	—
PLSRX	Aristotle Strategic Income Fund Class I	Institutional	Open			Dec 19, 2011	$638.10M	0.590%	Low	$500,000	$85.42M
PLSFX	Aristotle Strategic Income Fund Class I-2	Institutional	Open			Jun 29, 2012	$2.94B	0.690%	Above Average	$0	−$176.73M
PLSTX	Aristotle Strategic Income Fund Class A	Front Load	Open			Jun 29, 2012	$187.51M	0.940%	Average	$1,000	−$15.08M
PLCNX	Aristotle Strategic Income Fund Class C	Level Load	Open			Jun 29, 2012	$107.88M	1.690%	Average	$1,000	−$4.84M

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