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Aristotle
Aristotle/Saul

Portfolio Optimization Growth Fund

Seeks moderately high, long-term capital appreciation with low, current income

Class A
PODAX
Class C
PODCX
ria
Class I-2
PMADX

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

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.

Growth Strategy

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