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Aristotle
Aristotle/Saul

Portfolio Optimization Moderate Fund

Seeks long-term growth of capital and low to moderate income

Class A
POCAX
Class C
POMCX
ria
Class I-2
POMDX

Produced by MSCI ESG
Research as of 6/30/24

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 6/30/24

Overall Rating:
Out of 212 Bank Loan Funds
3-Year Rating
Out of 212 Bank Loan Funds
5-Year Rating
Out of 207 Bank Loan Funds
10-Year Rating
Out of 167 Bank Loan Funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 6/30/24

Overall Rating:
Out of 522 Short-Term Bond funds
3-Year Rating
Out of 522 Short-Term Bond funds
5-Year Rating
Out of 482 Short-Term Bond funds
10-Year Rating
Out of 354 Short-Term Bond funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 6/30/24

Overall Rating:
Out of 561 Intermediate Core-Plus Bond funds
3-Year Rating
Out of 561 Intermediate Core-Plus Bond funds
5-Year Rating
Out of 525 Intermediate Core-Plus Bond funds
10-Year Rating
Out of 374 Intermediate Core-Plus Bond funds

Morningstar Ratings (Class I-2) based on risk-adjusted returns as of 7/31/24

Overall Rating:
Out of 323 Multisector Bond funds
3-Year Rating
Out of 323 Multisector Bond funds
5-Year Rating
Out of 271 Multisector Bond funds
10-Year Rating
Out of 187 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.

Moderate Strategy

The fund’s exposure to the two broad asset classes of debt and equity are expected to be within the following ranges: 30–50% debt and 50–70% 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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