Aristotle Mutual Funds List
Here you can find all mutual funds issued by Aristotle and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.80%
- Avg. 1 Year Return
- 3.91%
- Avg. 5 Year Return
- 3.15%
- Median Risk/Return Score
- 55 / 100
Aristotle Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aristotle Floating Rate Income Fund Class A | Bank Loan | Jun 30, 2011 | 1.05% | 1.26% | 4.73% | 6.67% | 85 |
Explore top Aristotle Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Aristotle Mutual funds by Risk/Return Score
The top Aristotle Mutual funds by PortfoliosLab Risk/Return Score are PLFLX (85) and PLIDX (25).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Aristotle Floating Rate Income Fund Class A | 85 | — | Jun 2011 | |
| Aristotle Core Income Fund Class I-2 | 25 | — | Jun 2012 |
Best-Performing Aristotle Mutual funds Over 5 Years
The top Aristotle Mutual funds is PLFLX (5.56%).
Across the lineup, Aristotle Mutual funds show an average 1-year return of 3.91% and an average 5-year return of 3.15%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Aristotle Floating Rate Income Fund Class A | 5.56% | — | Jun 2011 | |
| Aristotle Core Income Fund Class I-2 | 0.74% | — | Jun 2012 |
Lowest-Cost Aristotle Mutual funds
The top Aristotle Mutual funds is PLIDX (0.55%).
With an average expense ratio of 0.80%, Aristotle Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Aristotle Core Income Fund Class I-2 | 0.55% | — | Jun 2012 | |
| Aristotle Floating Rate Income Fund Class A | 1.05% | — | Jun 2011 |
Highest-Yield Aristotle Mutual funds
The top Aristotle Mutual funds is PLFLX (6.67%).
Across the lineup, Aristotle Mutual funds show an average dividend yield of 5.72%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Aristotle Floating Rate Income Fund Class A | 6.67% | — | Jun 2011 | |
| Aristotle Core Income Fund Class I-2 | 4.77% | — | Jun 2012 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.