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Select
Fund
Share
Class
Share
Class
Incep.
Total Returns (%)
YTD
3-Month
1-Year
annualized Total Returns (%)
3-Year
5-Year
10-Year
Since Inception*
annualized Operating
Expenses (%)
Gross
Net
FIXED INCOME
Daily
PLUAX
Class A
6/28/2019
1.15
1.42
6.02
2.66
-
-
2.61
0.57
0.57
FIXED INCOME
Daily
PLUDX
Class I-2
6/28/2019
2.71
1.58
6.41
2.98
-
-
2.63
0.32
0.32
FIXED INCOME
Daily
PLUIX
Class I
6/28/2019
2.71
1.58
6.41
2.98
-
-
2.63
0.32
0.32
FIXED INCOME
Daily
PLADX
Class A
12/19/2011
1.97
1.53
6.37
1.57
2.13
-
1.94
-
2.40
0.75
0.75
FIXED INCOME
Daily
PLADX
Class A
12/19/2011
-1.05
-1.49
3.17
0.54
1.51
-
1.63
-
2.15
0.75
0.75
FIXED INCOME
Daily
PLCSX
Class C
12/19/2011
1.68
1.35
5.57
0.83
1.37
-
1.18
-
1.64
1.50
1.50
FIXED INCOME
Daily
PLDSX
Class I-2
12/19/2011
2.18
1.59
6.61
1.85
2.38
-
2.20
-
2.65
0.50
0.50
FIXED INCOME
Daily
PLSDX
Class I
12/19/2011
2.21
1.61
6.68
1.87
2.41
-
2.22
-
2.67
0.45
0.45
FIXED INCOME
Daily
PLCSX
Class C
12/19/2011
0.68
0.35
4.57
0.83
1.37
-
1.18
-
1.64
1.50
1.50
FIXED INCOME
Daily
PLEDX
Class I-2
12/14/2020
0.82
1.82
4.94
-2.06
-
-
-2.07
0.48
0.48
FIXED INCOME
Daily
PLEBX
Class I
12/14/2020
0.70
1.82
4.94
-2.06
-
-
-2.07
0.48
0.48
FIXED INCOME
Daily
PLIDX
Class I-2
12/31/2010
1.29
2.11
6.03
-1.02
1.71
-
2.36
-
3.46
0.55
0.55
FIXED INCOME
Daily
PLIAX
Class A
12/31/2010
-4.85
-4.77
-0.20
-2.67
0.79
-
1.65
-
2.76
0.85
0.85
FIXED INCOME
Daily
PLIAX
Class A
12/31/2010
-0.65
-0.58
4.27
-1.24
1.66
-
2.09
-
3.10
0.85
0.85
FIXED INCOME
Daily
PLNCX
Class C
12/31/2010
0.78
1.77
4.84
-2.07
0.65
-
1.30
-
2.41
1.60
1.60
FIXED INCOME
Daily
PLNCX
Class C
12/31/2010
-0.21
0.77
3.84
-2.07
0.65
-
1.30
-
2.41
1.60
1.60
FIXED INCOME
Daily
PLIIX
Class I
12/31/2010
1.31
2.03
5.93
-1.02
1.69
-
2.36
-
3.47
0.55
0.55
FIXED INCOME
Daily
PLCNX
Class C
12/19/2011
0.84
0.56
7.06
0.34
3.11
-
2.78
-
4.40
1.69
1.69
FIXED INCOME
Daily
PLSRX
Class I
12/19/2011
2.48
1.93
9.34
1.39
4.20
-
3.84
-
5.48
0.64
0.64
FIXED INCOME
Daily
PLCNX
Class C
12/19/2011
1.84
1.56
8.06
0.34
3.11
-
2.78
-
4.40
1.69
1.69
FIXED INCOME
Daily
PLSTX
Class A
12/19/2011
-2.06
-2.46
4.34
-0.38
2.98
-
3.08
-
4.80
0.94
0.94
FIXED INCOME
Daily
PLSTX
Class A
12/19/2011
2.32
1.83
8.96
1.08
3.88
-
3.53
-
5.16
0.94
0.94
FIXED INCOME
Daily
PLSFX
Class I-2
12/19/2011
2.32
1.80
9.20
1.32
4.11
-
3.78
-
5.41
0.69
0.69
FIXED INCOME
Daily
PLFLX
Class A
6/30/2011
3.96
1.75
11.63
5.87
4.83
-
4.05
-
4.53
1.03
1.02
FIXED INCOME
Daily
PLBCX
Class C
6/30/2011
3.72
1.67
10.80
5.10
4.09
-
3.31
-
3.78
1.78
1.77
FIXED INCOME
Daily
PLFRX
Class I
6/30/2011
4.11
1.83
11.97
6.20
5.14
-
4.35
-
4.83
0.70
0.70
FIXED INCOME
Daily
PLFLX
Class A
6/30/2011
0.89
-1.34
8.25
4.81
4.19
-
3.73
-
4.28
1.03
1.02
FIXED INCOME
Daily
PLFDX
Class I-2
6/30/2011
4.07
1.81
11.89
6.14
5.08
-
4.31
-
4.78
0.78
0.77
FIXED INCOME
Daily
PLBCX
Class C
6/30/2011
2.72
0.67
9.80
5.10
4.09
-
3.31
-
3.78
1.78
1.77
FIXED INCOME
Daily
PLCHX
Class C
12/19/2011
0.86
-0.09
7.52
0.81
2.90
-
2.73
-
4.41
1.70
1.70
FIXED INCOME
Daily
PLHIX
Class I
12/19/2011
2.34
1.20
9.71
1.83
3.93
-
3.75
-
5.45
0.65
0.65
FIXED INCOME
Daily
PLCHX
Class C
12/19/2011
1.85
0.91
8.52
0.81
2.90
-
2.73
-
4.41
1.70
1.70
FIXED INCOME
Daily
PLAHX
Class A
12/19/2011
-2.14
-3.17
4.75
0.07
2.76
-
3.03
-
4.81
0.95
0.95
FIXED INCOME
Daily
PLAHX
Class A
12/19/2011
2.16
1.09
9.38
1.54
3.66
-
3.48
-
5.17
0.95
0.95
FIXED INCOME
Daily
PLHYX
Class I-2
12/19/2011
2.26
1.15
9.73
1.82
3.95
-
3.76
-
5.44
0.70
0.70
FIXED INCOME
Monthly
PLUDX
Class I-2
6/28/2019
2.50
0.67
6.39
2.92
-
-
2.61
0.32
0.32
FIXED INCOME
Monthly
PLUIX
Class I
6/28/2019
2.50
0.67
6.39
2.92
-
-
2.60
0.32
0.32
FIXED INCOME
Monthly
PLUAX
Class A
6/28/2019
0.87
0.42
5.89
2.55
-
-
2.58
0.57
0.57
FIXED INCOME
Monthly
PLCSX
Class C
12/19/2011
1.17
0.90
4.94
0.67
1.32
-
1.13
-
1.61
1.50
1.50
FIXED INCOME
Monthly
PLADX
Class A
12/19/2011
1.47
0.96
5.74
1.43
2.09
-
1.89
-
2.37
0.75
0.75
FIXED INCOME
Monthly
PLADX
Class A
12/19/2011
-1.54
-2.06
2.56
0.40
1.47
-
1.58
-
2.12
0.75
0.75
FIXED INCOME
Monthly
PLCSX
Class C
12/19/2011
0.18
-0.10
3.94
0.67
1.32
-
1.13
-
1.61
1.50
1.50
FIXED INCOME
Monthly
PLDSX
Class I-2
12/19/2011
1.57
0.89
5.87
1.65
2.34
-
2.14
-
2.61
0.50
0.50
FIXED INCOME
Monthly
PLSDX
Class I
12/19/2011
1.61
0.90
5.95
1.70
2.35
-
2.17
-
2.63
0.45
0.45
FIXED INCOME
Monthly
PLEBX
Class I
12/14/2020
-0.93
1.52
2.87
-2.43
-
-
-2.55
0.48
0.48
FIXED INCOME
Monthly
PLEDX
Class I-2
12/14/2020
-0.82
1.52
2.87
-2.43
-
-
-2.55
0.48
0.48
FIXED INCOME
Monthly
PLIAX
Class A
12/31/2010
-5.15
-5.20
0.39
-3.18
0.91
-
1.58
-
2.75
0.85
0.85
FIXED INCOME
Monthly
PLIAX
Class A
12/31/2010
-0.96
-1.00
4.82
-1.78
1.79
-
2.02
-
3.09
0.85
0.85
FIXED INCOME
Monthly
PLIDX
Class I-2
12/31/2010
-0.28
1.66
4.17
-1.33
1.49
-
2.20
-
3.35
0.55
0.55
FIXED INCOME
Monthly
PLNCX
Class C
12/31/2010
-0.78
1.47
3.00
-2.40
0.41
-
1.13
-
2.29
1.60
1.60
FIXED INCOME
Monthly
PLIIX
Class I
12/31/2010
-0.26
1.57
4.18
-1.33
1.49
-
2.20
-
3.35
0.55
0.55
FIXED INCOME
Monthly
PLNCX
Class C
12/31/2010
-1.76
0.47
2.01
-2.40
0.41
-
1.13
-
2.29
1.60
1.60
FIXED INCOME
Monthly
PLFRX
Class I
6/30/2011
3.97
0.74
13.17
6.24
5.16
-
4.37
-
4.83
0.70
0.70
FIXED INCOME
Monthly
PLCNX
Class C
12/19/2011
1.25
1.18
7.87
0.32
3.18
-
2.73
-
4.36
1.69
1.69
FIXED INCOME
Monthly
PLSTX
Class A
12/19/2011
1.64
1.24
8.66
1.05
3.92
-
3.48
-
5.12
0.94
0.94
FIXED INCOME
Monthly
PLSTX
Class A
12/19/2011
-2.72
-3.07
4.03
-0.41
3.02
-
3.04
-
4.76
0.94
0.94
FIXED INCOME
Monthly
PLCNX
Class C
12/19/2011
0.26
0.18
6.87
0.32
3.18
-
2.73
-
4.36
1.69
1.69
FIXED INCOME
Monthly
PLSRX
Class I
12/19/2011
1.79
1.38
9.04
1.36
4.25
-
3.80
-
5.44
0.64
0.64
FIXED INCOME
Monthly
PLSFX
Class I-2
12/19/2011
1.64
1.26
8.90
1.30
4.17
-
3.73
-
5.37
0.69
0.69
FIXED INCOME
Monthly
PLBCX
Class C
6/30/2011
3.62
0.75
11.99
5.18
4.11
-
3.33
-
3.78
1.78
1.77
FIXED INCOME
Monthly
PLFLX
Class A
6/30/2011
0.77
-2.36
9.38
4.88
4.20
-
3.75
-
4.28
1.03
1.02
FIXED INCOME
Monthly
PLFLX
Class A
6/30/2011
3.84
0.71
12.82
5.95
4.85
-
4.06
-
4.53
1.03
1.02
FIXED INCOME
Monthly
PLBCX
Class C
6/30/2011
2.62
-0.25
10.99
5.18
4.11
-
3.33
-
3.78
1.78
1.77
FIXED INCOME
Monthly
PLFDX
Class I-2
6/30/2011
4.04
0.84
13.20
6.21
5.12
-
4.33
-
4.79
0.78
0.77
FIXED INCOME
Monthly
PLCHX
Class C
12/19/2011
0.42
-0.21
8.50
0.92
3.08
-
2.73
-
4.39
1.70
1.70
FIXED INCOME
Monthly
PLAHX
Class A
12/19/2011
-2.56
-3.44
5.64
0.20
2.95
-
3.02
-
4.79
0.95
0.95
FIXED INCOME
Monthly
PLHIX
Class I
12/19/2011
1.78
0.90
10.60
1.91
4.08
-
3.74
-
5.42
0.65
0.65
FIXED INCOME
Monthly
PLCHX
Class C
12/19/2011
1.41
0.79
9.50
0.92
3.08
-
2.73
-
4.39
1.70
1.70
FIXED INCOME
Monthly
PLAHX
Class A
12/19/2011
1.72
0.85
10.38
1.65
3.83
-
3.47
-
5.15
0.95
0.95
FIXED INCOME
Monthly
PLHYX
Class I-2
12/19/2011
1.83
0.98
10.72
1.93
4.13
-
3.76
-
5.42
0.70
0.70
FIXED INCOME
Quarterly
PLUIX
Class I
6/28/2019
1.48
0.56
6.18
2.65
-
-
2.48
0.32
0.32
FIXED INCOME
Quarterly
PLUAX
Class A
6/28/2019
5.97
0.75
5.97
2.37
-
-
2.48
0.57
0.57
FIXED INCOME
Quarterly
PLUDX
Class I-2
6/28/2019
1.48
0.56
6.18
2.65
-
-
2.48
0.32
0.32
FIXED INCOME
Quarterly
PLADX
Class A
12/19/2011
0.80
0.56
5.43
1.40
-
2.14
1.90
-
2.34
0.75
0.75
FIXED INCOME
Quarterly
PLADX
Class A
12/19/2011
-2.18
-2.43
2.26
0.37
-
1.52
1.59
-
2.09
0.75
0.75
FIXED INCOME
Quarterly
PLSDX
Class I
12/19/2011
0.98
0.69
5.84
1.69
-
2.42
2.18
-
2.62
0.45
0.45
FIXED INCOME
Quarterly
PLCSX
Class C
12/19/2011
0.63
0.51
4.63
0.63
-
1.38
1.13
-
1.58
1.50
1.50
FIXED INCOME
Quarterly
PLCSX
Class C
12/19/2011
-0.37
-0.49
3.63
0.63
-
1.38
1.13
-
1.58
1.50
1.50
FIXED INCOME
Quarterly
PLDSX
Class I-2
12/19/2011
0.96
0.68
5.77
1.65
-
2.39
2.16
-
2.59
0.50
0.50
FIXED INCOME
Quarterly
PLEBX
Class I
12/14/2020
-0.25
0.97
3.23
-1.82
-
-
-2.48
0.48
0.48
FIXED INCOME
Quarterly
PLEDX
Class I-2
12/14/2020
-0.14
0.97
3.23
-1.82
-
-
-2.48
0.48
0.48
FIXED INCOME
Quarterly
PLNCX
Class C
12/31/2010
-0.15
0.93
3.19
-1.82
-
0.88
1.37
-
2.37
1.60
1.60
FIXED INCOME
Quarterly
PLIAX
Class A
12/31/2010
7.94
3.57
7.94
-2.00
-
2.51
2.37
-
3.20
0.85
0.85
FIXED INCOME
Quarterly
PLIAX
Class A
12/31/2010
3.32
-0.85
3.32
-3.40
-
1.63
1.92
-
2.86
0.85
0.85
FIXED INCOME
Quarterly
PLNCX
Class C
12/31/2010
-1.14
-0.07
2.20
-1.82
-
0.88
1.37
-
2.37
1.60
1.60
FIXED INCOME
Quarterly
PLIIX
Class I
12/31/2010
0.08
1.00
4.15
-0.81
-
1.93
2.43
-
3.42
0.55
0.55
FIXED INCOME
Quarterly
PLIDX
Class I-2
12/31/2010
0.08
1.00
4.27
-0.80
-
1.95
2.42
-
3.42
0.55
0.55
FIXED INCOME
Quarterly
PLCNX
Class C
12/19/2011
0.03
0.24
6.43
0.69
-
3.35
2.85
-
4.41
1.69
1.69
FIXED INCOME
Quarterly
PLSTX
Class A
12/19/2011
1.29
1.29
8.33
1.43
-
4.10
3.60
-
5.16
0.94
0.94
FIXED INCOME
Quarterly
PLSTX
Class A
12/19/2011
-3.05
-3.00
3.75
-0.03
-
3.21
3.15
-
4.80
0.94
0.94
FIXED INCOME
Quarterly
PLCNX
Class C
12/19/2011
1.03
1.24
7.43
0.69
-
3.35
2.85
-
4.41
1.69
1.69
FIXED INCOME
Quarterly
PLSRX
Class I
12/19/2011
1.28
1.23
8.49
1.71
-
4.40
3.90
-
5.47
0.64
0.64
FIXED INCOME
Quarterly
PLSFX
Class I-2
12/19/2011
1.25
1.22
8.46
1.67
-
4.36
3.86
-
5.42
0.69
0.69
FIXED INCOME
Quarterly
PLBCX
Class C
6/30/2011
2.48
0.97
11.67
5.09
-
4.12
3.24
-
3.74
1.78
1.77
FIXED INCOME
Quarterly
PLBCX
Class C
6/30/2011
1.48
-0.03
10.67
5.09
-
4.12
3.24
-
3.74
1.78
1.77
FIXED INCOME
Quarterly
PLFLX
Class A
6/30/2011
-0.47
-1.95
9.10
4.79
-
4.21
3.67
-
4.24
1.03
1.02
FIXED INCOME
Quarterly
PLFLX
Class A
6/30/2011
2.57
1.04
12.50
5.86
-
4.86
3.99
-
4.49
1.03
1.02
FIXED INCOME
Quarterly
PLFRX
Class I
6/30/2011
2.65
0.96
12.88
6.19
-
5.16
4.29
-
4.79
0.70
0.70
FIXED INCOME
Quarterly
PLFDX
Class I-2
6/30/2011
2.63
0.95
12.76
6.12
-
5.10
4.24
-
4.74
0.78
0.77
FIXED INCOME
Quarterly
PLAHX
Class A
12/19/2011
1.90
1.48
10.45
2.17
-
3.94
3.60
-
5.24
0.95
0.95
FIXED INCOME
Quarterly
PLCHX
Class C
12/19/2011
1.72
1.32
9.69
1.41
-
3.18
2.86
-
4.48
1.70
1.70
FIXED INCOME
Quarterly
PLAHX
Class A
12/19/2011
-2.39
-2.82
5.76
0.70
-
3.03
3.15
-
4.87
0.95
0.95
FIXED INCOME
Quarterly
PLHIX
Class I
12/19/2011
1.89
1.42
10.78
2.39
-
4.18
3.86
-
5.51
0.65
0.65
FIXED INCOME
Quarterly
PLCHX
Class C
12/19/2011
0.72
0.32
8.69
1.41
-
3.18
2.86
-
4.48
1.70
1.70
FIXED INCOME
Quarterly
PLHYX
Class I-2
12/19/2011
1.85
1.39
10.67
2.41
-
4.21
3.87
-
5.50
0.70
0.70
Equity
Daily
AISHX
Class C
12/31/2014
2.06
0.85
-
8.82
-
-4.00
-
4.33
-
-
5.05
-
1.90
1.90
-
Equity
Daily
ARAHX
Class A
12/31/2014
2.57
1.04
-
9.69
-
-3.25
-
5.11
-
-
5.85
-
1.15
1.15
-
Equity
Daily
ARIHX
Class I
12/31/2014
2.56
1.13
-
10.00
-
-2.96
-
5.46
-
-
6.17
-
0.85
0.85
-
Equity
Daily
ARAHX
Class A
12/31/2014
-1.74
-3.28
-
5.05
-
-4.65
-
4.21
-
-
5.36
-
1.15
1.15
-
Equity
Daily
AISHX
Class C
12/31/2014
1.06
-0.15
-
8.12
-
-4.00
-
4.33
-
-
5.05
-
1.90
1.90
-
Equity
Daily
AIHHX
Class I-2
12/31/2014
2.49
1.01
-
9.85
-
-3.04
-
5.36
-
-
6.09
-
0.90
0.90
-
Equity
Daily
ARABX
Class A
10/30/2015
0.22
0.80
-
5.88
-
-1.28
-
5.73
-
-
6.78
-
1.15
1.15
-
Equity
Daily
AISBX
Class C
10/30/2015
-1.15
-0.38
-
4.02
-
-2.04
-
4.93
-
-
5.98
-
1.90
1.90
-
Equity
Daily
ARABX
Class A
10/30/2015
-4.04
-3.48
-
1.38
-
-2.70
-
4.82
-
-
6.25
-
1.15
1.15
-
Equity
Daily
AIBBX
Class I-2
10/30/2015
0.35
0.84
-
6.17
-
-0.99
-
6.05
-
-
7.10
-
-
Equity
Daily
AISBX
Class C
10/30/2015
-0.15
0.62
-
5.02
-
-2.04
-
4.93
-
-
5.98
-
1.90
1.90
-
Equity
Daily
ARRBX
Class R6
10/20/2023
0.37
0.89
-
-
-
-
-
0.00
-
0.85
0.85
-
Equity
Daily
ARIBX
Class I
10/30/2015
0.35
0.84
-
6.17
-
-0.99
-
6.05
-
-
7.10
-
0.90
0.90
-
Equity
Daily
ARAQX
Class A
8/31/2016
4.91
0.29
-
17.58
-
4.69
-
11.33
-
-
11.23
-
-
Equity
Daily
ARIQX
Class I
8/31/2016
5.03
0.39
-
17.86
-
4.95
-
11.60
-
-
11.50
-
-
Equity
Daily
ARAQX
Class A
8/31/2016
0.48
-3.94
-
12.60
-
3.19
-
10.37
-
-
10.61
-
-
Equity
Daily
AIQQX
Class I-2
8/31/2016
4.98
0.33
-
17.82
-
4.94
-
11.60
-
-
11.50
-
-
Equity
Daily
ARRQX
Class R6
8/31/2016
5.04
0.38
-
17.94
-
5.03
-
11.69
-
-
11.59
-
-
Equity
Daily
AIGGX
Class I-2
7/1/2010
19.13
9.47
-
29.31
-
7.23
-
14.91
-
14.66
-
15.12
-
-
Equity
Daily
ARAGX
Class A
7/1/2010
18.96
9.39
-
29.03
-
6.97
-
14.63
-
14.38
-
14.83
-
-
Equity
Daily
ARAGX
Class A
7/1/2010
13.84
4.71
-
23.56
-
5.44
-
13.64
-
13.89
-
14.48
-
-
Equity
Daily
ARIGX
Class I
9/28/2001
19.13
9.47
-
29.31
-
7.23
-
14.91
-
14.66
-
9.35
-
0.70
0.70
-
Equity
Daily
ARALX
Class A
3/31/2017
13.02
3.08
-
20.78
-
5.75
-
13.01
-
-
12.89
-
-
Equity
Daily
ARILX
Class I
3/31/2017
18.13
7.72
-
28.74
-
8.20
-
14.68
-
-
14.13
-
0.65
0.65
-
Equity
Daily
ARALX
Class A
3/31/2017
18.01
7.65
-
26.15
-
7.29
-
13.99
-
-
13.57
-
-
Equity
Daily
AILLX
Class I-2
3/31/2017
18.11
7.68
-
28.68
-
8.19
-
14.67
-
-
14.13
-
-
Equity
Daily
ARIFX
Class I
3/31/2014
2.52
0.09
-
7.29
-
-0.05
-
5.73
-
3.99
-
4.26
-
0.78
0.78
-
Equity
Daily
AIFFX
Class I-2
3/31/2014
2.58
0.07
-
7.29
-
-0.05
-
5.73
-
3.99
-
4.26
-
-
Equity
Daily
ARAFX
Class A
3/31/2014
2.50
0.00
-
7.06
-
-0.29
-
5.47
-
3.73
-
4.00
-
-
Equity
Daily
ARAFX
Class A
3/31/2014
-1.82
-4.21
-
2.50
-
-1.72
-
4.55
-
3.28
-
3.56
-
-
Equity
Daily
AIOOX
Class I-2
3/30/2012
5.18
1.13
-
13.36
-
3.26
-
9.79
-
6.79
-
7.41
-
-
Equity
Daily
ARAOX
Class A
3/30/2012
5.10
1.06
-
13.12
-
3.01
-
9.52
-
6.53
-
7.14
-
-
Equity
Daily
ARIOX
Class I
3/30/2012
5.25
1.13
-
13.44
-
3.28
-
9.80
-
6.80
-
7.41
-
-
Equity
Daily
ARAOX
Class A
3/30/2012
0.65
-3.24
-
8.29
-
1.52
-
8.58
-
6.07
-
6.77
-
-
Equity
Monthly
ARAHX
Class A
12/31/2014
1.16
-
1.16
-
-
14.15
-3.33
-
5.60
-
-
5.71
1.15
-
1.15
-
Equity
Monthly
ARAHX
Class A
12/31/2014
5.59
-
5.59
-
-
19.23
-1.91
-
6.52
-
-
6.20
1.15
-
1.15
-
Equity
Monthly
AISHX
Class C
12/31/2014
4.15
-
4.52
-
-
17.47
-2.65
-
5.70
-
-
5.40
1.90
-
1.90
-
Equity
Monthly
AIHHX
Class I-2
12/31/2014
5.57
-
5.57
-
-
19.48
-1.66
-
6.77
-
-
6.45
0.90
-
0.90
-
Equity
Monthly
AISHX
Class C
12/31/2014
5.15
-
5.52
-
-
18.23
-2.65
-
5.70
-
-
5.40
1.90
-
1.90
-
Equity
Monthly
ARIHX
Class I
12/31/2014
5.63
-
5.63
-
-
19.51
-1.59
-
6.87
-
-
6.53
0.85
-
0.85
-
Equity
Monthly
ARABX
Class A
10/30/2015
-0.57
-
2.18
-
-
11.51
-1.10
-
6.39
-
-
6.72
1.15
-
1.15
-
Equity
Monthly
AISBX
Class C
10/30/2015
3.51
-
6.60
-
-
15.54
-0.42
-
6.51
-
-
6.45
1.90
-
1.90
-
Equity
Monthly
AIBBX
Class I-2
10/30/2015
4.02
-
6.75
-
-
16.83
0.65
-
7.65
-
-
7.58
-
-
Equity
Monthly
AISBX
Class C
10/30/2015
2.51
-
5.60
-
-
14.54
-0.42
-
6.51
-
-
6.45
1.90
-
1.90
-
Equity
Monthly
ARRBX
Class R6
10/20/2023
4.05
-
6.72
-
-
-
-
-
0.00
0.85
-
0.85
-
Equity
Monthly
ARABX
Class A
10/30/2015
3.85
-
6.71
-
-
16.46
0.34
-
7.32
-
-
7.26
1.15
-
1.15
-
Equity
Monthly
ARIBX
Class I
10/30/2015
4.02
-
6.75
-
-
16.83
0.65
-
7.65
-
-
7.58
0.90
-
0.90
-
Equity
Monthly
AIQQX
Class I-2
8/31/2016
5.67
-
3.13
-
-
25.10
5.13
-
12.85
-
-
11.65
-
-
Equity
Monthly
ARAQX
Class A
8/31/2016
1.06
-
-1.31
-
-
19.42
3.35
-
11.57
-
-
10.75
-
-
Equity
Monthly
ARAQX
Class A
8/31/2016
5.51
-
3.03
-
-
24.73
4.85
-
12.55
-
-
11.37
-
-
Equity
Monthly
ARIQX
Class I
8/31/2016
5.64
-
3.10
-
-
25.05
5.12
-
12.84
-
-
11.65
-
-
Equity
Monthly
ARRQX
Class R6
8/31/2016
5.68
-
3.13
-
-
25.17
5.21
-
12.93
-
-
11.74
-
-
Equity
Monthly
AIGGX
Class I-2
1/16/2024
10.89
-
6.82
-
-
-
-
-
0.00
-
-
Equity
Monthly
ARIGX
Class I
9/28/2001
11.32
-
6.82
-
-
25.96
5.74
-
14.34
-
13.88
-
9.04
0.70
-
0.70
-
Equity
Monthly
ARAGX
Class A
7/1/2010
11.18
-
6.77
-
-
25.70
5.49
-
14.07
-
13.60
-
14.32
-
-
Equity
Monthly
ARAGX
Class A
7/1/2010
6.40
-
2.23
-
-
20.32
3.97
-
13.08
-
13.11
-
13.97
-
-
Equity
Monthly
AIGGX
Class I-2
7/1/2010
11.32
-
6.82
-
-
25.96
5.74
-
14.34
-
13.88
-
14.60
-
-
Equity
Monthly
AILLX
Class I-2
3/31/2017
13.27
-
5.98
-
-
29.08
7.14
-
14.86
-
-
13.54
-
-
Equity
Monthly
ARILX
Class I
3/31/2017
13.21
-
5.98
-
-
29.05
7.13
-
14.86
-
-
13.54
0.65
-
0.65
-
Equity
Monthly
ARALX
Class A
3/31/2017
13.15
-
5.95
-
-
26.51
6.24
-
14.17
-
-
12.98
-
-
Equity
Monthly
ARALX
Class A
3/31/2017
8.37
-
1.42
-
-
21.14
4.72
-
13.19
-
-
12.30
-
-
Equity
Monthly
AIOOX
Class I-2
3/30/2012
6.43
-
4.48
-
-
20.95
3.51
-
10.94
-
7.03
-
7.54
-
-
Equity
Monthly
ARIOX
Class I
3/30/2012
6.43
-
4.41
-
-
20.95
3.51
-
10.94
-
7.03
-
7.54
-
-
Equity
Monthly
ARAOX
Class A
3/30/2012
1.78
-
-0.06
-
-
15.50
1.75
-
9.69
-
6.30
-
6.89
-
-
Equity
Monthly
ARAOX
Class A
3/30/2012
6.28
-
4.34
-
-
20.60
3.24
-
10.65
-
6.76
-
7.27
-
-
Equity
Monthly
AIFFX
Class I-2
3/31/2014
5.32
-
5.08
-
-
15.47
0.71
-
6.92
-
4.31
-
4.54
-
-
Equity
Monthly
ARIFX
Class I
3/31/2014
5.23
-
5.13
-
-
15.44
0.70
-
6.92
-
4.31
-
4.54
0.78
-
0.78
-
Equity
Monthly
ARAFX
Class A
3/31/2014
5.20
-
5.09
-
-
15.18
0.46
-
6.65
-
4.05
-
4.28
-
-
Equity
Monthly
ARAFX
Class A
3/31/2014
0.77
-
0.67
-
-
10.30
-0.98
-
5.73
-
3.60
-
3.84
-
-
Equity
Quarterly
AISHX
Class C
12/31/2014
4.67
-
3.77
-
11.42
-
-1.63
-
4.75
-
-
5.56
1.90
-
1.90
-
Equity
Quarterly
ARAHX
Class A
12/31/2014
1.59
-
0.43
-
8.38
-
-2.30
-
4.64
-
-
5.87
1.15
-
1.15
-
Equity
Quarterly
AISHX
Class C
12/31/2014
5.67
-
4.77
-
12.14
-
-1.63
-
4.75
-
-
5.56
1.90
-
1.90
-
Equity
Quarterly
ARAHX
Class A
12/31/2014
6.04
-
4.93
-
13.16
-
-0.86
-
5.56
-
-
6.36
1.15
-
1.15
-
Equity
Quarterly
ARIHX
Class I
12/31/2014
6.01
-
4.94
-
13.48
-
-0.53
-
5.90
-
-
6.69
0.85
-
0.85
-
Equity
Quarterly
AIHHX
Class I-2
12/31/2014
6.01
-
4.93
-
13.39
-
-0.60
-
5.81
-
-
6.62
0.90
-
0.90
-
Equity
Quarterly
ARABX
Class A
10/30/2015
-0.64
-
-0.20
-
4.91
-
0.06
-
5.68
-
-
6.85
1.15
-
1.15
-
Equity
Quarterly
ARABX
Class A
10/30/2015
3.77
-
4.23
-
9.56
-
1.51
-
6.60
-
-
7.40
1.15
-
1.15
-
Equity
Quarterly
AIBBX
Class I-2
10/30/2015
3.81
-
4.24
-
9.83
-
1.80
-
6.91
-
-
7.71
-
-
Equity
Quarterly
ARRBX
Class R6
10/20/2023
3.83
-
4.21
-
-
-
-
-
0.00
0.85
-
0.85
-
Equity
Quarterly
AISBX
Class C
10/30/2015
2.51
-
3.15
-
7.64
-
0.72
-
5.78
-
-
6.58
1.90
-
1.90
-
Equity
Quarterly
AISBX
Class C
10/30/2015
3.51
-
4.15
-
8.64
-
0.72
-
5.78
-
-
6.58
1.90
-
1.90
-
Equity
Quarterly
ARIBX
Class I
10/30/2015
3.88
-
4.31
-
9.90
-
1.82
-
6.92
-
-
7.72
0.90
-
0.90
-
Equity
Quarterly
ARAQX
Class A
8/31/2016
7.41
-
3.68
-
23.78
-
7.24
-
12.73
-
-
11.89
-
-
Equity
Quarterly
ARAQX
Class A
8/31/2016
2.88
-
-0.74
-
18.51
-
5.70
-
11.76
-
-
11.26
-
-
Equity
Quarterly
ARIQX
Class I
8/31/2016
7.49
-
3.76
-
24.09
-
7.51
-
13.01
-
-
12.17
-
-
Equity
Quarterly
AIQQX
Class I-2
8/31/2016
7.45
-
3.71
-
24.05
-
7.50
-
13.01
-
-
12.17
-
-
Equity
Quarterly
ARRQX
Class R6
8/31/2016
7.45
-
3.71
-
24.13
-
7.58
-
13.09
-
-
12.26
-
-
Equity
Quarterly
ARIGX
Class I
9/28/2001
9.60
-
1.81
-
32.55
-
7.49
-
14.00
-
13.90
-
9.04
0.70
-
0.70
-
Equity
Quarterly
ARAGX
Class A
7/1/2010
9.48
-
1.81
-
32.23
-
7.23
-
13.72
-
13.62
-
14.38
-
-
Equity
Quarterly
AIGGX
Class I-2
7/1/2010
9.60
-
1.81
-
32.55
-
7.49
-
14.00
-
13.90
-
14.66
-
-
Equity
Quarterly
ARAGX
Class A
7/1/2010
4.77
-
-2.49
-
26.60
-
5.68
-
12.73
-
13.13
-
14.02
-
-
Equity
Quarterly
ARILX
Class I
3/31/2017
11.83
-
3.19
-
30.84
-
8.32
-
14.22
-
-
13.68
0.65
-
0.65
-
Equity
Quarterly
ARALX
Class A
3/31/2017
11.83
-
3.26
-
28.28
-
7.43
-
13.54
-
-
13.12
-
-
Equity
Quarterly
ARALX
Class A
3/31/2017
7.10
-
-1.09
-
22.83
-
5.89
-
12.57
-
-
12.43
-
-
Equity
Quarterly
AILLX
Class I-2
3/31/2017
11.86
-
3.22
-
30.85
-
8.32
-
14.22
-
-
13.68
-
-
Equity
Quarterly
ARAOX
Class A
3/30/2012
1.44
-
-0.20
-
13.96
-
3.39
-
9.47
-
6.36
-
6.96
-
-
Equity
Quarterly
ARAOX
Class A
3/30/2012
5.93
-
4.21
-
19.02
-
4.89
-
10.42
-
6.82
-
7.34
-
-
Equity
Quarterly
ARIOX
Class I
3/30/2012
6.01
-
4.21
-
19.33
-
5.16
-
10.70
-
7.09
-
7.61
-
-
Equity
Quarterly
AIOOX
Class I-2
3/30/2012
6.01
-
4.21
-
19.33
-
5.16
-
10.70
-
7.09
-
7.61
-
-
Equity
Quarterly
ARAFX
Class A
3/31/2014
3.40
-
2.28
-
13.72
-
2.48
-
6.46
-
4.18
-
4.18
-
-
Equity
Quarterly
ARAFX
Class A
3/31/2014
-0.96
-
-2.08
-
8.88
-
1.02
-
5.53
-
3.73
-
3.73
-
-
Equity
Quarterly
ARIFX
Class I
3/31/2014
3.36
-
2.31
-
13.95
-
2.72
-
6.72
-
4.43
-
4.43
0.78
-
0.78
-
Equity
Quarterly
AIFFX
Class I-2
3/31/2014
3.49
-
2.40
-
14.03
-
2.74
-
6.73
-
4.44
-
4.44
-
-
Multi-asset
Daily
POACX
Class C
12/31/2003
1.71
1.04
6.43
-1.90
2.11
2.16
3.13
1.89
1.89
Multi-asset
Daily
PLCDX
Class I-2
12/31/2003
3.08
2.14
8.50
-0.93
3.14
3.18
3.98
0.89
0.89
Multi-asset
Daily
POACX
Class C
12/31/2003
2.71
2.04
7.43
-1.90
2.11
2.16
3.13
1.89
1.89
Multi-asset
Daily
POAAX
Class A
12/31/2003
3.01
2.16
8.18
-1.17
2.88
2.93
3.84
1.14
1.14
Multi-asset
Daily
POAAX
Class A
12/31/2003
-2.65
-3.50
2.26
-3.02
1.72
2.34
3.56
1.14
1.14
Multi-asset
Daily
POBAX
Class A
12/31/2003
-1.43
-3.19
4.08
-2.50
3.16
3.46
4.40
1.14
1.14
Multi-asset
Daily
POBCX
Class C
12/31/2003
3.92
2.19
9.22
-1.41
3.54
3.27
3.97
1.89
1.89
Multi-asset
Daily
POBAX
Class A
12/31/2003
4.35
2.48
10.14
-0.65
4.33
4.05
4.69
1.14
1.14
Multi-asset
Daily
POBCX
Class C
12/31/2003
2.92
1.19
8.22
-1.41
3.54
3.27
3.97
1.89
1.89
Multi-asset
Daily
PMCDX
Class I-2
12/31/2003
4.39
2.55
10.40
-0.41
4.59
4.31
4.83
0.89
0.89
Multi-asset
Daily
POCAX
Class A
12/31/2003
0.71
-2.49
7.04
-1.33
5.20
4.95
5.56
1.12
1.12
Multi-asset
Daily
POMCX
Class C
12/31/2003
6.27
3.04
12.52
-0.18
5.62
4.77
5.12
1.87
1.87
Multi-asset
Daily
POMCX
Class C
12/31/2003
5.27
2.04
11.52
-0.18
5.62
4.77
5.12
1.87
1.87
Multi-asset
Daily
POCAX
Class A
12/31/2003
6.55
3.17
13.22
0.54
6.40
5.54
5.85
1.12
1.12
Multi-asset
Daily
POMDX
Class I-2
12/31/2003
6.75
3.31
13.64
0.83
6.67
5.81
6.00
0.87
0.87
Multi-asset
Daily
PODAX
Class A
12/31/2003
7.36
3.24
14.60
1.15
7.65
6.55
6.45
1.09
1.09
Multi-asset
Daily
PODAX
Class A
12/31/2003
1.42
-2.42
8.33
-0.74
6.44
5.95
6.16
1.09
1.09
Multi-asset
Daily
PMADX
Class I-2
12/31/2003
7.43
3.19
14.85
1.37
7.91
6.81
6.59
0.84
0.84
Multi-asset
Daily
PODCX
Class C
12/31/2003
5.94
1.98
12.66
0.38
6.84
5.76
5.72
1.84
1.84
Multi-asset
Daily
PODCX
Class C
12/31/2003
6.94
2.98
13.66
0.38
6.84
5.76
5.72
1.84
1.84
Multi-asset
Daily
POEAX
Class A
12/31/2003
7.95
3.25
15.87
1.59
8.86
7.46
6.85
1.09
1.09
Multi-asset
Daily
POEAX
Class A
12/31/2003
2.04
-2.40
9.46
-0.31
7.64
6.85
6.56
1.09
1.09
Multi-asset
Daily
POCEX
Class C
12/31/2003
7.62
3.09
14.97
0.85
8.07
6.66
6.14
1.84
1.84
Multi-asset
Daily
POEDX
Class I-2
12/31/2003
8.09
3.36
16.07
1.84
9.15
7.73
7.00
0.84
0.84
Multi-asset
Daily
POCEX
Class C
12/31/2003
6.62
2.09
13.97
0.85
8.07
6.66
6.14
1.84
1.84
Multi-asset
Monthly
POACX
Class C
12/31/2003
0.41
1.07
6.13
-2.11
2.11
2.03
3.07
1.89
1.89
Multi-asset
Monthly
POAAX
Class A
12/31/2003
-3.82
-3.44
2.04
-3.23
1.73
2.23
3.50
1.14
1.14
Multi-asset
Monthly
POAAX
Class A
12/31/2003
1.76
2.19
8.02
-1.38
2.89
2.81
3.79
1.14
1.14
Multi-asset
Monthly
POACX
Class C
12/31/2003
1.41
2.07
7.13
-2.11
2.11
2.03
3.07
1.89
1.89
Multi-asset
Monthly
PLCDX
Class I-2
12/31/2003
1.75
2.06
8.23
-1.14
3.15
3.05
3.92
0.89
0.89
Multi-asset
Monthly
POBAX
Class A
12/31/2003
-2.67
-2.95
4.62
-2.65
3.30
3.38
4.35
1.14
1.14
Multi-asset
Monthly
POBCX
Class C
12/31/2003
1.65
1.65
8.79
-1.53
3.68
3.19
3.91
1.89
1.89
Multi-asset
Monthly
POBAX
Class A
12/31/2003
3.03
2.72
10.71
-0.79
4.47
3.97
4.64
1.14
1.14
Multi-asset
Monthly
POBCX
Class C
12/31/2003
2.65
2.65
9.79
-1.53
3.68
3.19
3.91
1.89
1.89
Multi-asset
Monthly
PMCDX
Class I-2
12/31/2003
3.09
2.79
10.97
-0.52
4.75
4.23
4.78
0.89
0.89
Multi-asset
Monthly
POCAX
Class A
12/31/2003
4.87
3.42
14.46
0.36
6.64
5.45
5.78
1.12
1.12
Multi-asset
Monthly
POMCX
Class C
12/31/2003
4.51
3.29
13.56
-0.40
5.84
4.66
5.05
1.87
1.87
Multi-asset
Monthly
POMCX
Class C
12/31/2003
3.51
2.29
12.56
-0.40
5.84
4.66
5.05
1.87
1.87
Multi-asset
Monthly
POMDX
Class I-2
12/31/2003
5.00
3.37
14.66
0.60
6.91
5.71
5.92
0.87
0.87
Multi-asset
Monthly
POCAX
Class A
12/31/2003
-0.88
-2.27
8.15
-1.51
5.44
4.85
5.49
1.12
1.12
Multi-asset
Monthly
PODCX
Class C
12/31/2003
5.62
3.87
16.39
0.35
7.32
5.73
5.67
1.84
1.84
Multi-asset
Monthly
PODCX
Class C
12/31/2003
4.62
2.87
15.39
0.35
7.32
5.73
5.67
1.84
1.84
Multi-asset
Monthly
PODAX
Class A
12/31/2003
0.08
-1.81
10.71
-0.80
6.90
5.92
6.10
1.09
1.09
Multi-asset
Monthly
PMADX
Class I-2
12/31/2003
6.03
3.94
17.47
1.33
8.37
6.78
6.54
0.84
0.84
Multi-asset
Monthly
PODAX
Class A
12/31/2003
5.94
3.91
17.13
1.09
8.11
6.52
6.39
1.09
1.09
Multi-asset
Monthly
POEAX
Class A
12/31/2003
6.55
4.38
19.37
1.60
9.45
7.45
6.79
1.09
1.09
Multi-asset
Monthly
POCEX
Class C
12/31/2003
6.27
4.40
18.56
0.85
8.63
6.66
6.09
1.84
1.84
Multi-asset
Monthly
POEDX
Class I-2
12/31/2003
6.70
4.48
19.74
1.85
9.72
7.72
6.94
0.84
0.84
Multi-asset
Monthly
POCEX
Class C
12/31/2003
5.27
3.40
17.56
0.85
8.63
6.66
6.09
1.84
1.84
Multi-asset
Monthly
POEAX
Class A
12/31/2003
0.70
-1.38
12.78
-0.31
8.22
6.85
6.50
1.09
1.09
Multi-asset
Quarterly
POAAX
Class A
12/31/2003
-3.73
-4.10
2.04
-2.33
1.84
2.41
3.54
1.14
1.14
Multi-asset
Quarterly
POACX
Class C
12/31/2003
0.62
0.29
6.12
-1.20
2.22
2.23
3.11
1.89
1.89
Multi-asset
Quarterly
POAAX
Class A
12/31/2003
1.87
1.45
8.01
-0.46
3.01
2.99
3.83
1.14
1.14
Multi-asset
Quarterly
PLCDX
Class I-2
12/31/2003
1.95
1.53
8.33
-0.19
3.27
3.26
3.97
0.89
0.89
Multi-asset
Quarterly
POACX
Class C
12/31/2003
1.62
1.29
7.12
-1.20
2.22
2.23
3.11
1.89
1.89
Multi-asset
Quarterly
POBAX
Class A
12/31/2003
3.13
1.90
10.58
0.44
4.45
4.15
4.68
1.14
1.14
Multi-asset
Quarterly
POBAX
Class A
12/31/2003
-2.58
-3.68
4.51
-1.44
3.28
3.56
4.39
1.14
1.14
Multi-asset
Quarterly
POBCX
Class C
12/31/2003
2.86
1.78
9.78
-0.32
3.66
3.37
3.96
1.89
1.89
Multi-asset
Quarterly
POBCX
Class C
12/31/2003
1.86
0.78
8.78
-0.32
3.66
3.37
3.96
1.89
1.89
Multi-asset
Quarterly
PMCDX
Class I-2
12/31/2003
3.09
1.87
10.85
0.67
4.71
4.40
4.82
0.89
0.89
Multi-asset
Quarterly
POMDX
Class I-2
12/31/2003
4.81
2.16
14.68
2.05
6.70
5.88
5.96
0.87
0.87
Multi-asset
Quarterly
POMCX
Class C
12/31/2003
4.60
2.20
13.54
1.05
5.65
4.84
5.09
1.87
1.87
Multi-asset
Quarterly
POCAX
Class A
12/31/2003
4.78
2.19
14.47
1.80
6.44
5.62
5.82
1.12
1.12
Multi-asset
Quarterly
POMCX
Class C
12/31/2003
3.60
1.20
12.54
1.05
5.65
4.84
5.09
1.87
1.87
Multi-asset
Quarterly
POCAX
Class A
12/31/2003
-0.97
-3.45
8.16
-0.11
5.24
5.03
5.53
1.12
1.12
Multi-asset
Quarterly
PODCX
Class C
12/31/2003
5.62
2.64
15.92
2.07
6.92
5.90
5.71
1.84
1.84
Multi-asset
Quarterly
PMADX
Class I-2
12/31/2003
5.94
2.71
17.15
3.09
8.00
6.95
6.59
0.84
0.84
Multi-asset
Quarterly
PODAX
Class A
12/31/2003
0.00
-3.01
10.41
0.92
6.51
6.08
6.15
1.09
1.09
Multi-asset
Quarterly
PODCX
Class C
12/31/2003
4.62
1.64
14.92
2.07
6.92
5.90
5.71
1.84
1.84
Multi-asset
Quarterly
PODAX
Class A
12/31/2003
5.85
2.67
16.81
2.83
7.72
6.69
6.44
1.09
1.09
Multi-asset
Quarterly
POCEX
Class C
12/31/2003
6.36
2.86
18.54
2.81
8.16
6.81
6.15
1.84
1.84
Multi-asset
Quarterly
POCEX
Class C
12/31/2003
5.36
1.86
17.54
2.81
8.16
6.81
6.15
1.84
1.84
Multi-asset
Quarterly
POEAX
Class A
12/31/2003
0.70
-2.80
12.88
1.63
7.73
6.99
6.56
1.09
1.09
Multi-asset
Quarterly
POEDX
Class I-2
12/31/2003
6.70
3.00
19.84
3.86
9.26
7.88
7.00
0.84
0.84
Multi-asset
Quarterly
POEAX
Class A
12/31/2003
6.55
2.88
19.48
3.58
8.96
7.60
6.85
1.09
1.09
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Performance data quoted represents past performance, which does not guarantee future results. Current performance may be lower or higher than the performance quoted. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than the original cost.

Class A shares of all Aristotle Equity Funds, Aristotle Core Income Fund, Aristotle High Yield Bond Fund, and Aristotle Strategic Income Fund have a maximum 4.25% sales charge.

Class A shares of Aristotle Floating Rate Income Fund and Aristotle Short Duration Income Fund have a maximum 3.00% sales charge.

Class A shares of Aristotle Ultra Short Income Fund have a 0.00% sales charge.

Class A shares of the Portfolio Optimization Funds have a maximum 5.50% sales charge.

Class C shares if redeemed within one year from purchase, may be subject to a 1.00% contingent deferred sales charge (CDSC).

Class I, I-2, and Class R6 shares are sold at NAV without an initial sales charge and do not include a contingent deferred sales charge (CDSC).

Where a sales charge is illustrated, it is applied at the beginning of the period.

The Fund's annual operating expenses are contractual through 7/31/26 and there is no guarantee that the investment adviser will continue to cap expenses after the expiration date. Please see the current prospectus for detailed information. Gross Expense Ratio reflects the total annual operating expenses paid by the Fund. Net Expense Ratio reflects waivers, reductions, reimbursements, and the limitation of certain "Other Expenses." Expense caps and/or fee waivers are reevaluated annually.

1-, 3-, 5-, and 10-year annualized returns (as applicable) represents the performance of the Share Class as of the fund inception date which may differ from the Share Class inception date shown for all funds.

Aristotle Core Income Fund incepted on12/31/10. Aristotle Floating Rate Income Fund incepted on 6/30/11. Aristotle Strategic Income Fund, Aristotle High Yield Bond Fund, and Aristotle Short Duration Income Fund incepted on 12/19/11. Aristotle Ultra Short Income Fund incepted on 6/28/19. Performance shown prior to the share inception date shown is hypothetical and is that of Class I shares, restated to reflect the higher service/12B-1 fees, fee waivers and/or expense reimbursements for the share class reported.

Aristotle Small/Mid Cap Equity Fund and Aristotle Small Cap Equity Fund incepted on 12/31/14 and 10/30/2015, respectively. Performance shown prior to the share inception date shown is hypothetical and is that of Class R6 shares, restated to reflect the higher service/12B-1 fees, fee waivers and/or expense reimbursements for the share class reported.

Aristotle Core Equity Fund incepted on 3/31/17. Aristotle Value Equity Fund incepted on 8/31/16. Aristotle International Equity Fund incepted on 3/31/14. Aristotle/Saul Global Equity Fund incepted on 3/30/12. Performance shown prior to the share inception date shown is hypothetical and is that of Class I-2 shares, restated to reflect the higher service/12B-1 fees, fee waivers and/or expense reimbursements for the share class reported.

*Aristotle Growth Equity Fund’s predecessor fund incepted on 9/28/01. Performance shown prior to the share class inception date for Class I is hypothetical and is that of a previously existing share class of the predecessor fund that closed. The Since Fund Inception return for Class I2 and Class A is hypothetical and is the return since the inception of the oldest active share class, Class I, which incepted on 7/1/10, and not the inception of the predecessor fund, restated to reflect the higher service/12B-1 fees, fee waivers and/or expense reimbursements for the share class reported.  

All Fund performance information shown in the table above is the performance of the relevant predecessor fund that reorganized with and into such Fund on 4/17/23 or 10/23/23 (each, a “Reorganization”). Each predecessor fund was managed using investment policies, objectives, guidelines and restrictions that were substantially similar to those of the corresponding Fund. Prior to 4/17/23 none of the Funds had commenced operations. Aristotle Portfolio Optimization Conservative Fund, Aristotle Portfolio Optimization Moderate Conservative Fund, Aristotle Portfolio Optimization Moderate Fund, Aristotle Portfolio Optimization Growth Fund, Aristotle Portfolio Optimization Aggressive Growth Fund, Aristotle Ultra Short Fund, Aristotle Short Duration Fund, Aristotle Core Income Fund, Aristotle ESG Core Bond Fund, Aristotle Strategic Income Fund, Aristotle Floating Rate Income Fund, Aristotle High Yield Bond Fund, Aristotle Small/Mid Cap Equity Fund, Aristotle Small Cap Equity Fund and Aristotle Growth Equity Fund each commenced operations on 4/17/23 in connection with the Reorganization with its corresponding predecessor fund. Aristotle International Equity Fund and Aristotle Core Equity Fund commenced operations on 4/17/23. Aristotle International Equity Fund, Aristotle Core Equity Fund and Aristotle Small Cap Equity Fund were merged with their corresponding predecessor funds in the Reorganization that occurred on 10/23/23. Aristotle Value Equity Fund and Aristotle/Saul Global Equity Fund commenced operations on 10/23/23 in connection with the Reorganization with their corresponding predecessor funds.

MOP: Maximum Offering Price returns reflect the deduction of an up-front sales load or a contingent deferred sales charge (CDSC) as applicable.
NAV: Net Asset Value returns do not reflect the deduction of an up-front sales load or contingent deferred sales charge (CDSC).  If a sales charge had been deducted, the results would have been lower.

All Funds and share classes may not be sold at all firms, and not all investors may be eligible for all share classes.

You should consider a fund's investment goal, risks, charges and expenses carefully before investing. The prospectus and/or the applicable summary prospectus contain this and other information about the fund and are available from your financial advisor or AristotleFunds.com. The prospectus and/or summary prospectus should be read carefully before investing. Returns reflect reinvestment of dividends and distributions. Visit AristotleFunds.com/performance for performance data current to the most recent month-end.

Investing involves risk. Principal loss is possible.

Foreside Financial Services, LLC, distributor.

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