Aristotle Portfolio Optimization Conservative Fund Class I-2
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Rating
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Risk
Fund Information
Fund Type
Category
Sub-Category
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Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Performance
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Company Information
Provider
Aristotle Funds
Manager/Tenure
(Years)
(Years)
Howard T. Hirakawa (21), Carleton J. Muench (18), Samuel S. Park (12), 1 other
Website
Address
Aristotle Funds
Milwaukee WI - 53201-2175
Milwaukee WI - 53201-2175
Country
United States
Phone Number
--
Investment Strategy
The investment seeks current income and preservation of capital. The fund is a "fund of funds" that seeks to achieve its investment goal by investing in a combination of underlying funds. Under normal circumstances, between 40% and 90% of its assets in underlying funds sub-advised by an affiliate of the investment adviser. Under normal market conditions, the fund’s exposure to debt is expected to be 70-85%; the fund’s exposure to equity is expected to be 15-30%.