Aristotle

Core Income Fund

Seeks current income; capital appreciation is of secondary importance.

Class A
PLIAX
Class C
PLNCX
ria
Class I-2
PLIDX
Class I
PLIIX

Produced by MSCI ESG
Research as of 6/30/2023

Morningstar Ratings (Class I) based on risk-adjusted returns as of 6/30/23

Overall Rating:
Out of 230 Bank Loan Funds
3-Year Rating
Out of 230 Bank Loan Funds
5-Year Rating
Out of 221 Bank Loan Funds
10-Year Rating
Out of 160 Bank Loan Funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 6/30/23

Overall Rating:
Out of 525 Short-Term Bond funds
3-Year Rating
Out of 525 Short-Term Bond funds
5-Year Rating
Out of 477 Short-Term Bond funds
10-Year Rating
Out of 347 Short-Term Bond funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 6/30/23

Overall Rating:
Out of 552 Intermediate Core-Plus Bond funds
3-Year Rating
Out of 552 Intermediate Core-Plus Bond funds
5-Year Rating
Out of 518 Intermediate Core-Plus Bond funds
10-Year Rating
Out of 368 Intermediate Core-Plus Bond funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 7/31/23

Overall Rating:
Out of 311 Multisector Bond funds
3-Year Rating
Out of 311 Multisector Bond funds
5-Year Rating
Out of 260 Multisector Bond funds
10-Year Rating
Out of 160 Multisector Bond funds

INSIGHTS AND INVESTMENT IDEAS

Related Commentary on Corporate Credit
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Fund Snapshot

Current Income

The fund seeks higher levels of income from traditional and non-traditional fixed-income asset classes.

Greater Flexibility

The fund is designed to provide the flexibility needed to quickly respond to investment opportunities across the credit and broad investment-grade bond spectrum.

Experienced

Our experienced management team specializes in fixed-income asset management based on a foundation of corporate-credit research.

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.
David Weismiller, CFA, Managing Director
24 years of investment experience
Michael Marzouk, CFA, Managing Director
25 years of investment experience
Brian M. Robertson, CFA, Managing Director
19 years of investment experience
Ying Qiu, CFA, Managing Director
23 years of investment experience
Sub-adviser: Aristotle Pacific Capital, LLC
Investment Adviser: Aristotle Investment Services, LLC
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