Login / Register
HOME
ABOUT US
Contact Us
FUNDS
View Performance
Fixed Income
U.S. Equity
International & Global Equity
INSIGHTS
Chart Library
Market & Economic Commentary
Podcasts
RESOURCES
Fund Literature
Prospectuses, Reports & Holdings
Fact Sheets
Client Guides
Fund Literature
Advisor Resources
Advisor Materials
View Resources
Tax Information
Corporate Credit Highlights
Glossary of Terms
Aristotle
Aristotle/Saul

Core Equity Fund

Seeks to achieve consistent risk-adjusted returns that exceed the benchmark over a full market cycle (three to five years).

Class A
ARALX
Class I-2
AILLX
Class I
ARILX

Produced by MSCI ESG
Research as of 6/30/24

Morningstar Medalist RatingTM  (Class I)

Analyst Driven: 100%  I  Data Availability: 100%
Analyst Driven: 100%
Data Availability: 100%
Medalist Rating as of September 26, 2023

Morningstar Medalist RatingTM  (Class I)

Analyst Driven: 100%  I  Data Availability: 100%
Analyst Driven: 100%
Data Availability: 100%
Medalist Rating as of September 27, 2023

Morningstar Ratings (Class I) based on risk-adjusted returns as of 6/30/24

Overall Rating:
Out of 212 Bank Loan Funds
3-Year Rating
Out of 212 Bank Loan Funds
5-Year Rating
Out of 207 Bank Loan Funds
10-Year Rating
Out of 167 Bank Loan Funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 6/30/24

Overall Rating:
Out of 522 Short-Term Bond funds
3-Year Rating
Out of 522 Short-Term Bond funds
5-Year Rating
Out of 482 Short-Term Bond funds
10-Year Rating
Out of 354 Short-Term Bond funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 6/30/24

Overall Rating:
Out of 561 Intermediate Core-Plus Bond funds
3-Year Rating
Out of 561 Intermediate Core-Plus Bond funds
5-Year Rating
Out of 525 Intermediate Core-Plus Bond funds
10-Year Rating
Out of 374 Intermediate Core-Plus Bond funds

Morningstar Ratings (Class I-2) based on risk-adjusted returns as of 7/31/24

Overall Rating:
Out of 323 Multisector Bond funds
3-Year Rating
Out of 323 Multisector Bond funds
5-Year Rating
Out of 271 Multisector Bond funds
10-Year Rating
Out of 187 Multisector Bond funds

INSIGHTS AND INVESTMENT IDEAS

Related Commentary on Corporate Credit
No items found.
No items found.
No items found.
No items found.

Fund Snapshot

Investment Pillars

We select companies we believe are positioned to benefit from longer-term shifts in spending across various industries and geographies.

Attractive Valuation

Our fundamental, bottom-up analysis seeks to identify companies with attractive valuations relative to historical averages or companies positioned for multiple expansion.

Strict Risk Control

The Fund is constructed with a strict risk control methodology and with adherence to a stringent buy/sell discipline.

Investment Management

Aristotle Investment Services, LLC is the manager of Aristotle Funds' Multi-Asset Funds. It relies on three core principles to guide its investment decisions: a balanced process, an integrated team, and a diversified approach. Through these principles, it provides one-step diversification solutions for a range of investor needs and objectives.
Aristotle Investment Services, LLC is the manager of Aristotle Funds' Multi-Asset Funds. It relies on three core principles to guide its investment decisions: a balanced process, an integrated team, and a diversified approach. Through these principles, it provides one-step diversification solutions for a range of investor needs and objectives.
Aristotle Investment Services, LLC is the manager of Aristotle Funds' Multi-Asset Funds. It relies on three core principles to guide its investment decisions: a balanced process, an integrated team, and a diversified approach. Through these principles, it provides one-step diversification solutions for a range of investor needs and objectives.
Aristotle Investment Services, LLC is the manager of Aristotle Funds' Multi-Asset Funds. It relies on three core principles to guide its investment decisions: a balanced process, an integrated team, and a diversified approach. Through these principles, it provides one-step diversification solutions for a range of investor needs and objectives.
Aristotle Investment Services, LLC is the manager of Aristotle Funds' Multi-Asset Funds. It relies on three core principles to guide its investment decisions: a balanced process, an integrated team, and a diversified approach. Through these principles, it provides one-step diversification solutions for a range of investor needs and objectives.
Owen Fitzpatrick, CFA, Managing Director
Lead Portfolio Manager
Brendan O’Neill, CFA, Director
Portfolio Manager
Thomas Hynes, Jr., CFA, Managing Director
Portfolio Manager
Sub-adviser: Aristotle Atlantic Partners, LLC
Investment Adviser: Aristotle Investment Services, LLC
Scroll horizontally to view tables
Please Upgrade Your Browser.

Unfortunately, Internet Explorer is an outdated browser and we do not support it. To have the best browsing experience, please upgrade to Google Chrome, Firefox or Safari.

Upgrade