Mutual Funds - Latest Summary ( 4 Funds, 4 Classes )


Aristotle Small Cap Equity Fund

Small-Cap > Core

ARSBX rank - 111 of 433

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The research process is driven by fundamental analysis of one stock a

YTD
-100%
2024
12.2%

Aristotle/Saul Global Equity Fund

Multi-Cap > Core

ARSOX rank - 129 of 220

The fund seeks to maximize capital appreciation in the long term and income by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in s

YTD
-100%
2024
1.87%

Aristotle Value Equity Fund

Multi-Cap > Value

ARSQX rank - 29 of 39

The fund seeks to maximize capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of domestic and f

YTD
-100%
2024
2.47%

Aristotle Core Equity Fund

Large-Cap > Core

ARSLX rank - 461 of 527

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process is designed to highlight high-quality companies that are trading at attractive valuations.

The research team uses fundamental, bottom-up analysis to identify companies that it believes are positioned to benefit from shifts in spending across various ind

YTD
-100%
2024
6.88%
1