PLIAX

About PLIAX

Aristotle Core Income Fund Class A is an intermediate core-plus bond mutual fund designed to generate current income with capital appreciation as a secondary focus. The fund primarily invests in income-producing debt instruments, maintaining at least 60% allocation to investment-grade bonds, while also utilizing high-yield corporate debt and bank loans to diversify sources of income and manage risk. The strategy is actively managed with the flexibility to quickly adapt across various sectors of the bond market, including government securities, corporate credits, and securitized assets such as agency mortgage-backed securities. The fund is managed by a dedicated fixed income team that relies on in-depth corporate credit research to select securities. Its portfolio is characterized by a moderate credit risk profile and interest rate sensitivity, with an effective duration around six years. As part of the intermediate core-plus bond category, Aristotle Core Income Fund Class A aims to provide investors with a stable, diversified stream of income. Its role in the financial market is to serve the needs of investors seeking a balanced fixed income solution that incorporates both quality and opportunistic investments within the broader bond market.