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Prospectuses, Reports & Holdings

Resources

Prospectuses, Reports & Holdings
Fund Literature
Tax Information
Forms & Applications
Calculators
Advisor Resources

ETFs

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

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 Multi-Asset Income Fund
(Formerly, Aristotle Portfolio Optimization Conservative Fund)
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Multi-Asset Balanced Income Fund
(Formerly, Aristotle Portfolio Optimization Moderate Conservative Fund)
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Multi-Asset Balanced Fund
(Formerly, Aristotle Portfolio Optimization Moderate Fund)
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Multi-Asset Growth and Income Fund
(Formerly, Aristotle Portfolio Optimization Growth Fund)
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Multi-Asset Capital Opportunities Fund
(Formerly, Aristotle Portfolio Optimization Aggressive Growth Fund)
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Ultra Short Income Fund
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Core Income Fund
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Core Bond Fund
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Floating Rate Income Fund
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Short Duration Income Fund
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle High Yield Bond Fund
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Strategic Income Fund
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Small/Mid Cap Fund
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Small Cap Equity Fund
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Growth Equity Fund
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Core Equity Fund
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle International Equity Fund
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Value Equity Fund
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle/Saul Global Equity Fund
Summary Prospectus
Prospectus
SAI
Annual Report
Semi-Annual Report
Tailored Shareholder Reports
Aristotle Pacific EXclusive Fund Series C Summary ProspectusAristotle Pacific EXclusive Fund Series H Summary ProspectusAristotle Pacific EXclusive Fund Series I Summary ProspectusAristotle Pacific EXclusive Funds I ProspectusAristotle Pacific EXclusive Funds I SAIAristotle Pacific EXclusive Fund Series H Semi-Annual Shareholder ReportAristotle Pacific EXclusive Fund Series I Semi-Annual Shareholder Report

*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.
‍
**Effective July 29, 2026, the Aristotle Portfolio Optimization Funds will be renamed the Aristotle Multi-Asset Funds. The Funds changed its principal investment strategies on July 29, 2026. Accordingly, any performance information for periods prior to July 29, 2026 is attributable to the Fund’s previous principal investment strategies.
‍‍
Foreside Financial Services, LLC, distributor.
Annual Tailored Shareholder ReportsSemi-Annual Tailored Shareholder ReportsTrust Proxy Voting Record

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

Monthly Portfolio HoldingsFirst Fiscal Quarter Portfolio HoldingsThird Fiscal Quarter Portfolio Holdings

You should consider a fund's investment goal, risks, charges andexpenses carefully before investing. The prospectus and/or the applicablesummary prospectus contain this and other information about the fund and areavailable from your financial advisor or AristotleFunds.com. The prospectus and/orsummary prospectus shouldbe read carefully before investing. Returns reflect reinvestment of dividendsand distributions. Visit AristotleFunds.com/performance for performance datacurrent to the most recent month-end.
‍
‍Investing involves risk.

Principal loss is possible.Foreside Financial Services, LLC, distributor.
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