PLEBX – Aristotle Core Bond I Investment Strategy | Morningstar

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Strategy

The investment seeks total return, consisting of current income and capital appreciation. The fund seeks to achieve its investment goal by investing, under normal circumstances, at least 80% of its net assets in debt instruments. It primarily invests in a broad range of investment grade debt instruments and may invest up to 65% of its assets in corporate bonds. The fund may invest up to 30% of its assets in U.S. dollar-denominated debt instruments of developed foreign governments and corporations.

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 Core Bond Fund Class H	No Load	Open			Dec 5, 2025	$13,694.00	0.480%	Average	$0	—
PLEDX	Aristotle Core Bond Fund Class I-2	Institutional	Open			Dec 14, 2020	$15.88M	0.480%	Average	$0	$9.90M
PLEBX	Aristotle Core Bond Fund Class I	Institutional	Open			Dec 14, 2020	$172.10M	0.440%	Below Average	$500,000	$38.30M

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