Aristotle Strategic Income Fund Class I-2
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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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Back End Fee
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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Company Information
Provider
Aristotle Funds
Manager/Tenure
(Years)
(Years)
Brian Robertson (13), Michael Marzouk (9), David Weismiller (9)
Website
Address
Aristotle Funds
Milwaukee WI - 53201-2175
Milwaukee WI - 53201-2175
Country
United States
Phone Number
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Investment Strategy
The investment seeks a high level of current income; it may also seek capital appreciation. The fund invests principally in income producing debt instruments. Its allocations to non-investment grade debt instruments and investment grade debt instruments will change based on the sub-adviser’s view of market conditions and, as a result, may range from up to 70% of the fund’s assets in non-investment grade debt instruments and floating rate loans to up to 65% of the fund’s assets in investment grade debt instruments, including corporate debt securities, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities.