Aristotle Funds

Statistics as of May 27, 2025

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Found total of 20 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.16
YTD Return
1.8%
3yr Return
22.0%
1yr Return
4.0%
Total Assets
$551M
6M Money Flow
-$105M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
-
YTD Return
-0.1%
3yr Return
43.9%
1yr Return
10.4%
Total Assets
$521M
6M Money Flow
$68M
Large Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.39
YTD Return
-0.9%
3yr Return
52.0%
1yr Return
11.2%
Total Assets
$208M
6M Money Flow
-$65M
Small Blend
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
-0.13
YTD Return
-8.0%
3yr Return
7.7%
1yr Return
-3.0%
Total Assets
$139M
6M Money Flow
-$56M
Small Blend
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
-0.24
YTD Return
-8.0%
3yr Return
4.2%
1yr Return
-2.8%
Total Assets
$139M
6M Money Flow
-$56M
Small Blend
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
-0.14
YTD Return
-5.1%
3yr Return
9.9%
1yr Return
2.4%
Total Assets
$30M
6M Money Flow
-$7M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.25
YTD Return
11.3%
3yr Return
30.5%
1yr Return
11.2%
Total Assets
$603M
6M Money Flow
-$62M
Global Large-Stock Blend
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
0.16
YTD Return
5.7%
3yr Return
23.9%
1yr Return
2.5%
Total Assets
$31M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
4.2%
3yr Sharpe
-0.12
YTD Return
1.9%
3yr Return
11.5%
1yr Return
6.5%
Total Assets
$126M
6M Money Flow
-$12M
Moderately Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.6%
3yr Sharpe
0.00
YTD Return
2.2%
3yr Return
15.4%
1yr Return
7.3%
Total Assets
$188M
6M Money Flow
-$18M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.9%
3yr Sharpe
0.11
YTD Return
1.6%
3yr Return
20.8%
1yr Return
8.0%
Total Assets
$665M
6M Money Flow
-$61M
Moderately Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
0.15
YTD Return
1.8%
3yr Return
24.8%
1yr Return
8.7%
Total Assets
$618M
6M Money Flow
-$50M
Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
0.19
YTD Return
2.0%
3yr Return
29.1%
1yr Return
9.8%
Total Assets
$265M
6M Money Flow
-$16M
Ultrashort Bond
Expense Ratio
0.00%
TTM Yield
5.0%
3yr Sharpe
0.54
YTD Return
1.9%
3yr Return
15.8%
1yr Return
5.5%
Total Assets
$40M
6M Money Flow
$6M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
4.8%
3yr Sharpe
0.07
YTD Return
2.1%
3yr Return
14.3%
1yr Return
6.1%
Total Assets
$1B
6M Money Flow
$58M
Bank Loan
Expense Ratio
0.00%
TTM Yield
7.9%
3yr Sharpe
0.73
YTD Return
1.5%
3yr Return
27.3%
1yr Return
5.8%
Total Assets
$4B
6M Money Flow
-$267M
High Yield Bond
Expense Ratio
0.00%
TTM Yield
7.0%
3yr Sharpe
0.18
YTD Return
2.0%
3yr Return
20.1%
1yr Return
7.6%
Total Assets
$97M
6M Money Flow
$23M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
3.5%
3yr Sharpe
-0.25
YTD Return
1.8%
3yr Return
6.4%
1yr Return
5.2%
Total Assets
$134M
6M Money Flow
$13M
Intermediate Core-Plus Bond
Expense Ratio
0.00%
TTM Yield
4.9%
3yr Sharpe
-0.21
YTD Return
1.6%
3yr Return
8.4%
1yr Return
5.0%
Total Assets
$3B
6M Money Flow
-$20M
Multisector Bond
Expense Ratio
0.00%
TTM Yield
5.9%
3yr Sharpe
0.10
YTD Return
1.8%
3yr Return
16.7%
1yr Return
6.1%
Total Assets
$4B
6M Money Flow
$298M