Resources
Class A, Class C, Class I, Class R6 and/or Class I-2 Shares
Fund Name
Prospectus
Summary Prospectus
Prospectus,
Supplements & Privacy Notice
Supplements & Privacy Notice
Statement of Additional Info
SAI &
Supplements
Supplements
Shareholder Report*
Annual
Report
Report
Semi-Annual
Report
Report
Aristotle Portfolio Optimization Conservative Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Portfolio Optimization Moderate Conservative Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Portfolio Optimization Moderate Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Portfolio Optimization Growth Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Portfolio Optimization Aggressive Growth Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Ultra Short Income Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Core Income Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Core Bond Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Floating Rate Income Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Short Duration Income Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle High Yield Bond Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Strategic Income Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Small/Mid Cap Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Small Cap Equity Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Growth Equity Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Core Equity Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle International Equity Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle Value Equity Fund
(Formerly Aristotle ESG Core Bond Fund)**
Aristotle/Saul Global Equity Fund
(Formerly Aristotle ESG Core Bond Fund)**
*Certain Funds assumed the accounting history of its corresponding Predecessor Fund at the closing of the Reorganizations. The Annual Report is the Predecessor Funds’ financial statements as of their most recent fiscal year end, which have been audited by the Predecessor Funds’ independent registered public accounting firm. The Semi-Annual Report, which is unaudited, reflects financial information for the six-month period ending September 30, 2024.
**The Fund changed its investment strategies on February 17, 2025. Accordingly, any performance information for periods prior to February 17, 2025 is attributable to the Fund’s previous investment strategies.
**The Fund changed its investment strategies on February 17, 2025. Accordingly, any performance information for periods prior to February 17, 2025 is attributable to the Fund’s previous investment strategies.
U.S. and International Equity Fund - Class P Shares
Fund Name
Prospectus
Prospectus & Supplements
Statement of Additional Info
SAI & Supplements
Shareholder Report
Annual Report
Semi-Annual Report
No items found.
U.S. Fixed Income Funds - Class P Shares
Fund Name
Prospectus
Prospectus & Supplements
Statement of Additional Info
SAI & Supplements
Shareholder Report
Annual Report
Semi-Annual Report
No items found.
International Fixed Income Fund - Class P Shares
Fund Name
Prospectus
Prospectus & Supplements
Statement of Additional Info
SAI & Supplements
Shareholder Report
Annual Report
Semi-Annual Report
No items found.
U.S. Equity Funds - Class P Shares
Fund Name
Prospectus
Prospectus & Supplements
Statement of Additional Info
SAI & Supplements
Shareholder Report
Annual Report
Semi-Annual Report
No items found.
Sector Fund - Class P Shares
Fund Name
Prospectus
Prospectus & Supplements
Statement of Additional Info
SAI & Supplements
Shareholder Report
Annual Report
Semi-Annual Report
No items found.
International Equity Funds - Class P Shares
Fund Name
Prospectus
Prospectus & Supplements
Statement of Additional Info
SAI & Supplements
Shareholder Report
Annual Report
Semi-Annual Report
No items found.
Holdings Reports
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