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Resources

Class A, Class C, Class I, Class R6 and/or Class I-2 Shares

Fund Name
Prospectus
Summary Prospectus
Prospectus,
Supplements & Privacy Notice
Statement of Additional Info
SAI & Supplements
Shareholder Report*
Annual Report
Semi-Annual Report
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

*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, 2023.

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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