PLADX – Aristotle Short Duration Income A Investment Strategy | Morningstar

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Strategy

The investment seeks current income; capital appreciation is of secondary importance. The fund invests principally in income producing debt instruments. Under normal circumstances, it will invest at least 70% of its assets in investment grade debt instruments, including corporate debt, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities. The fund may invest up to 30% of its assets in non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments and floating rate senior loans.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
—	Aristotle Short Duration Income Fund Class H	No Load	Open			Dec 5, 2025	$10,691.00	0.400%	Below Average	$0	—
PLSDX	Aristotle Short Duration Income Fund Class I	Institutional	Open			Dec 19, 2011	$287.96M	0.390%	Below Average	$500,000	−$79.80M
PLDSX	Aristotle Short Duration Income Fund Class I-2	Institutional	Open			Jun 29, 2012	$510.41M	0.490%	Above Average	$0	−$18.58M
PLADX	Aristotle Short Duration Income Fund Class A	Front Load	Open			Jun 29, 2012	$73.59M	0.750%	Above Average	$1,000	−$12.29M
PLCSX	Aristotle Short Duration Income Fund Class C	Level Load	Open			Jun 29, 2012	$15.88M	1.500%	Above Average	$1,000	−$6.23M

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