Aristotle Floating Rate Income Fund Class A
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Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
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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
Top Holdings
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Performance
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Company Information
Provider
Aristotle Funds
Manager/Tenure
(Years)
(Years)
J.P. Leasure (13), Michael Marzouk (13), C. Robert Boyd (0), 1 other
Website
Address
Aristotle Funds
Milwaukee WI - 53201-2175
Milwaukee WI - 53201-2175
Country
United States
Phone Number
--
Investment Strategy
The investment seeks a high level of current income. The fund invests principally in income producing floating rate loans and floating rate debt securities. Under normal circumstances, it invests at least 80% of its assets in floating rate loans and floating rate debt securities. The fund may invest up to 25% of its assets in U.S. dollar denominated foreign investments, principally in developed markets. It may invest up to 20% of its assets in other types of debt instruments or securities including non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments.
