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Aristotle
Aristotle/Saul

Short Duration Income Fund

Seeks current income; capital appreciation is of secondary importance.

Class A
PLADX
Class C
PLCSX
ria
Class I-2
PLDSX
Class I
PLSDX

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

Current Income

The fund seeks steady streams of income and limited exposure to interest-rate risk.

Focused

Our short-term bond strategy focuses on corporate securities across capital structures and the credit-quality spectrum.

Experienced

Our experienced management team specializes in fixed-income asset management based on a foundation of corporate-credit research.

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
27 years of investment experience
Michael Marzouk, CFA, Managing Director
27 years of investment experience
Ying Qiu, CFA, Managing Director
25 years of investment experience
Sub-adviser: Aristotle Pacific Capital, LLC
Investment Adviser: Aristotle Investment Services, LLC
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