Aristotle Portfolio Optimization Growth Fund Class I-2
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Rating
Reward
Risk
Fund Information
Fund Type
Category
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Inception Date
Open/Closed to New Investors
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Cash
Stock
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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)
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 moderately high, long-term capital appreciation with low, current income. The fund is a "fund of funds" that seeks to achieve its investment goal by investing in a combination of underlying funds. The fund's exposure to the debt is expected to be within 15-30%, the fund's exposure to the equity is expected to be within 70-85%. It may invest a significant portion of its assets in any single underlying fund. The advisor expects to be as fully invested as practical, although it may maintain liquidity reserves to meet redemption requests.