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Aristotle
Aristotle/Saul

Floating Rate Income Fund

Seeks high levels of income while limiting interest-rate sensitivity by investing primarily in floating-rate loans.

Class A
PLFLX
Class C
PLBCX
ria
Class I-2
PLFDX
Class I
PLFRX

Produced by MSCI ESG
Research as of 12/31/2023

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 12/31/23

Overall Rating:
Out of 224 Bank Loan Funds
3-Year Rating
Out of 224 Bank Loan Funds
5-Year Rating
Out of 215 Bank Loan Funds
10-Year Rating
Out of 177 Bank Loan Funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 12/31/23

Overall Rating:
Out of 535 Short-Term Bond funds
3-Year Rating
Out of 535 Short-Term Bond funds
5-Year Rating
Out of 495 Short-Term Bond funds
10-Year Rating
Out of 357 Short-Term Bond funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 12/31/23

Overall Rating:
Out of 568 Intermediate Core-Plus Bond funds
3-Year Rating
Out of 568 Intermediate Core-Plus Bond funds
5-Year Rating
Out of 536 Intermediate Core-Plus Bond funds
10-Year Rating
Out of 375 Intermediate Core-Plus Bond funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 12/31/23

Overall Rating:
Out of 322 Multisector Bond funds
3-Year Rating
Out of 322 Multisector Bond funds
5-Year Rating
Out of 267 Multisector Bond funds
10-Year Rating
Out of 163 Multisector Bond funds

INSIGHTS AND INVESTMENT IDEAS

Related Commentary on Corporate Credit
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Fund Snapshot

Capital Protection

We favor transparent companies that give us a strong degree of understanding of their business, fundamentals, and downside risk in turbulent markets.

Selective

It’s really not what we own, but what we don’t own that differentiates ourselves from other bank-loan managers. We hold positions in less than 10% of the benchmark issuers.

Focus on Larger Issuers

We believe the attributes of larger, more liquid issues provide downside risk protection and a margin of safety relative to smaller and less liquid companies.

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.
JP Leasure, Senior Managing Director
27 years of investment experience
Michael Marzouk, CFA, Managing Director
26 years of investment experience
Sub-adviser: Aristotle Pacific Capital, LLC
Investment Adviser: Aristotle Investment Services, LLC
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