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Aristotle Short Duration Income I (PLSDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
10.110.00 (0.00%)
As of 08:05AM EST. Market open.

Aristotle Short Duration Income I

Newport Beach CA 92660

700 Newport Center Drive Post Offfice Box 7500

Pacific Funds

(800) 722-2333
Management Information
,Lead Manager since December 18, 2011
Michael is a Managing Director for Pacific Asset Management. Michael is a Portfolio Manager for the Corporate (Bank) Loan Strategy and CLO Strategy, along with Strategies that incorporate bank loan instruments. Michael joined the firm in 2007 and became a full portfolio manager on the Strategy in 2010. Prior to joining Pacific Asset Management in 2007, Michael worked in investment banking most recently as Vice President in the Leveraged Finance Group at Royal Bank of Scotland. During his tenure in investment banking, Michael’s experience included leveraged buy-outs and merger and acquisitions advisory work. He received his B.A. summa cum laude in Business-Economics from UCLA and his MBA from the Anderson School of Management at UCLA. Michael is a CFA Charterholder and member of the CFA Society of Los Angeles.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryShort-Term Bond
Fund FamilyAristotle Funds
Net Assets975.73M
YTD Return0.49%
Morningstar Rating★★★★★
Inception DateJun 28, 2012

Fund Operations

Last Dividend0.41
Last Cap Gain-4.00
Holdings Turnover61.00%
Average for CategoryN/A

Fees & Expenses

ExpensePLSDXCategory Average
Annual Report Expense Ratio (net)0.50%0.68%
Prospectus Net Expense Ratio0.50%N/A
Prospectus Gross Expense Ratio0.50%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A2.59%
Max Deferred Sales LoadN/A1.12%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A