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
Fact Sheets
Client Guides
Fund Literature
Advisor Resources
Advisor Materials
View Resources
Tax Information
Corporate Credit Highlights
Glossary of Terms
Aristotle
Aristotle/Saul

Portfolio Optimization Conservative Fund

Seeks current income and preservation of capital

Class A
POAAX
Class C
POACX
ria
Class I-2
PLCDX

Produced by MSCI ESG
Research as of 9/30/2023

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 9/30/23

Overall Rating:
Out of 227 Bank Loan Funds
3-Year Rating
Out of 227 Bank Loan Funds
5-Year Rating
Out of 217 Bank Loan Funds
10-Year Rating
Out of 167 Bank Loan Funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 9/30/23

Overall Rating:
Out of 523 Short-Term Bond funds
3-Year Rating
Out of 523 Short-Term Bond funds
5-Year Rating
Out of 482 Short-Term Bond funds
10-Year Rating
Out of 348 Short-Term Bond funds

Morningstar Ratings (Class I-2) based on risk-adjusted returns as of 11/30/23

Overall Rating:
Out of 567 Intermediate Core-Plus Bond funds
3-Year Rating
Out of 567 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 9/30/23

Overall Rating:
Out of 324 Multisector Bond funds
3-Year Rating
Out of 324 Multisector Bond funds
5-Year Rating
Out of 267 Multisector Bond funds
10-Year Rating
Out of 166 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

One-Step Diversification

The fund follows a rigorous process to invest across global asset classes. This diversified approach has the potential to deliver consistent performance through most market regimes and makes it a core component of meeting your financial goals.

A Principled Solution

Our investment philosophy is put into practice through three principles: maintaining a long-term focus, following facts not feelings, and avoiding market timing.

Conservative Strategy

The fund’s exposure to the two broad asset classes of debt and equity are expected to be within the following ranges: 70–85% debt and 15–30% equity.

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.
Howard T. Hirakawa, CFA
27 years of investment experience
Carleton J. Muench, CFA
23 years of investment experience
Samuel S. Park,
22 years of investment experience
Edward Sheng, PhD, CFA
9 years of investment experience
Sub-adviser: Pacific Life Fund Advisors, 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