Resources
Class A, Class C, Class I, Class R6 and/or Class I-2 Shares
Fund Name
Prospectus
Summary Prospectus
Prospectus,
Supplements & Privacy Notice
Supplements & Privacy Notice
Statement of Additional Info
SAI &
Supplements
Supplements
Shareholder Report*
Annual
Report
Report
Semi-Annual
Report
Report
Aristotle Portfolio Optimization Conservative Fund
Aristotle Portfolio Optimization Moderate-Conservative Fund
Aristotle Portfolio Optimization Moderate Fund
Aristotle Portfolio Optimization Growth Fund
Aristotle Portfolio Optimization Aggressive-Growth Fund
Aristotle Ultra Short Income Fund
Aristotle Core Income Fund
Aristotle ESG Core Bond Fund
Aristotle Floating Rate Income Fund
Aristotle Short Duration Income Fund
Aristotle High Yield Bond Fund
Aristotle Strategic Income Fund
Aristotle Small/Mid Cap Fund
Aristotle Small Cap Equity Fund
Aristotle Growth Equity Fund
Aristotle Core Equity Fund
Aristotle International Equity Fund
Aristotle Value Equity Fund
Aristotle Saul Global Equity Fund
Aristotle Strategic Credit Fund
*Certain Funds assumed the accounting history of its corresponding Predecessor Fund at the closing of the Reorganizations. The Annual Report is the Predecessor Funds’ financial statements as of their most recent fiscal year end, which have been audited by the Predecessor Funds’ independent registered public accounting firm. The Semi-Annual Report, which is unaudited, reflects financial information for the six-month period ending September 30, 2024.
U.S. and International Equity Fund - Class P Shares
Fund Name
Prospectus
Prospectus & Supplements
Statement of Additional Info
SAI & Supplements
Shareholder Report
Annual Report
Semi-Annual Report
No items found.
U.S. Fixed Income Funds - Class P Shares
Fund Name
Prospectus
Prospectus & Supplements
Statement of Additional Info
SAI & Supplements
Shareholder Report
Annual Report
Semi-Annual Report
No items found.
International Fixed Income Fund - Class P Shares
Fund Name
Prospectus
Prospectus & Supplements
Statement of Additional Info
SAI & Supplements
Shareholder Report
Annual Report
Semi-Annual Report
No items found.
U.S. Equity Funds - Class P Shares
Fund Name
Prospectus
Prospectus & Supplements
Statement of Additional Info
SAI & Supplements
Shareholder Report
Annual Report
Semi-Annual Report
No items found.
Sector Fund - Class P Shares
Fund Name
Prospectus
Prospectus & Supplements
Statement of Additional Info
SAI & Supplements
Shareholder Report
Annual Report
Semi-Annual Report
No items found.
International Equity Funds - Class P Shares
Fund Name
Prospectus
Prospectus & Supplements
Statement of Additional Info
SAI & Supplements
Shareholder Report
Annual Report
Semi-Annual Report
No items found.
Holdings Reports
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