PLUAX – Aristotle Ultra Short Income A Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks current income consistent with capital preservation. The fund primarily invests in investment grade, U.S. dollar-denominated short-term fixed and floating rate debt securities, including corporate debt securities, mortgage-related securities, asset-backed securities, U.S. government securities and agency securities and money market instruments such as commercial paper, certificates of deposit, time deposits, deposit notes and bank notes. The weighted average duration of this fund will vary based on the sub-adviser’s market forecasts and will not normally exceed one year.

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
PLUAX	Aristotle Ultra Short Income Fund Class A	No Load	Open			Apr 17, 2023	$1.09M	0.570%	Above Average	$1,000	$102,731.95
—	Aristotle Ultra Short Income Fund Class H	No Load	Open			Dec 5, 2025	$12,596.00	0.320%	Below Average	$0	—
PLUDX	Aristotle Ultra Short Income Class I-2	Institutional	Open			Jun 28, 2019	$50.10M	0.320%	Average	$0	$25.60M
PLUIX	Aristotle Ultra Short Income Class I	Institutional	Open			Jun 28, 2019	$3.27M	0.320%	Average	$500,000	−$302,358.73

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