PLCDX – Aristotle Multi-Asset Income I2 Investment Strategy | Morningstar

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Strategy

The investment seeks current income and preservation of capital. The fund is a "fund of funds" that seeks to achieve its investment goal by investing in a combination of underlying funds. Under normal circumstances, between 40% and 90% of its assets in underlying funds sub-advised by an affiliate of the investment adviser. Under normal market conditions, the fund’s exposure to debt is expected to be 65-85%; the fund’s exposure to equity is expected to be 15-35%.

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
PLCDX	Aristotle Multi-Asset Income Fund Class I2	Institutional	Open			Dec 31, 2012	$3.84M	0.890%	Above Average	$0	−$1.38M
POAAX	Aristotle Multi-Asset Income Fund Class A	Front Load	Open			Dec 31, 2003	$101.49M	1.140%	Above Average	$1,000	−$11.73M
POACX	Aristotle Multi-Asset Income Fund Class C	Level Load	Open			Dec 31, 2003	$5.08M	1.890%	Above Average	$1,000	−$3.53M

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