Aristotle

ESG Core Bond Fund

Focused on total return, consisting of current income and capital appreciation, with consideration to environmental, social and governance criteria.

Class I-2
PLEDX
Class I
PLEBX

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

Total Return

Seeks to outperform the Bloomberg Barclays US Aggregate Bond Index.

ESG Integration

Thoughtful approach to ESG investing results in broadly sustainable portfolio that seeks to mitigate financial risk from ESG factors.

Corporate Focus

Core bond portfolio that emphasizes the sub-adviser’s corporate bond expertise seeks to deliver a yield advantage for investors.

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
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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