Aristotle Funds

Statistics as of Apr 02, 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 Return ▼1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.65%
TTM Yield
0.4%
3yr Sharpe
-
YTD Return
-4.8%
3yr Return
23.3%
1yr Return
8.4%
Total Assets
$494M
6M Money Flow
$70M
Large Growth
Expense Ratio
0.70%
TTM Yield
0.0%
3yr Sharpe
0.12
YTD Return
-8.3%
3yr Return
22.6%
1yr Return
7.8%
Total Assets
$236M
6M Money Flow
-$73M
Bank Loan
Expense Ratio
0.80%
TTM Yield
8.0%
3yr Sharpe
0.67
YTD Return
0.2%
3yr Return
22.3%
1yr Return
5.8%
Total Assets
$4B
6M Money Flow
$70M
Large Blend
Expense Ratio
0.69%
TTM Yield
1.6%
3yr Sharpe
0.10
YTD Return
1.1%
3yr Return
18.5%
1yr Return
2.7%
Total Assets
$562M
6M Money Flow
-$118M
Ultrashort Bond
Expense Ratio
0.32%
TTM Yield
5.1%
3yr Sharpe
0.47
YTD Return
1.3%
3yr Return
14.9%
1yr Return
5.8%
Total Assets
$48M
6M Money Flow
$13M
High Yield Bond
Expense Ratio
0.56%
TTM Yield
7.0%
3yr Sharpe
0.00
YTD Return
0.6%
3yr Return
14.4%
1yr Return
6.7%
Total Assets
$113M
6M Money Flow
$23M
Foreign Large Blend
Expense Ratio
0.78%
TTM Yield
1.4%
3yr Sharpe
0.01
YTD Return
4.0%
3yr Return
14.2%
1yr Return
6.7%
Total Assets
$557M
6M Money Flow
-$119M
Aggressive Allocation
Expense Ratio
1.08%
TTM Yield
2.2%
3yr Sharpe
-0.01
YTD Return
-2.1%
3yr Return
13.8%
1yr Return
6.9%
Total Assets
$255M
6M Money Flow
-$15M
Global Large-Stock Blend
Expense Ratio
0.78%
TTM Yield
1.6%
3yr Sharpe
-0.01
YTD Return
1.5%
3yr Return
13.3%
1yr Return
-0.2%
Total Assets
$31M
6M Money Flow
-$4M
Short-Term Bond
Expense Ratio
0.49%
TTM Yield
4.9%
3yr Sharpe
-0.05
YTD Return
1.5%
3yr Return
13.3%
1yr Return
6.1%
Total Assets
$906M
6M Money Flow
$16M
Multisector Bond
Expense Ratio
0.69%
TTM Yield
5.9%
3yr Sharpe
-0.07
YTD Return
1.1%
3yr Return
12.4%
1yr Return
6.2%
Total Assets
$4B
6M Money Flow
$405M
Moderately Aggressive Allocation
Expense Ratio
1.09%
TTM Yield
2.7%
3yr Sharpe
-0.05
YTD Return
-1.4%
3yr Return
12.1%
1yr Return
6.8%
Total Assets
$602M
6M Money Flow
-$51M
Moderate Allocation
Expense Ratio
1.12%
TTM Yield
3.0%
3yr Sharpe
-0.11
YTD Return
-0.9%
3yr Return
10.2%
1yr Return
6.4%
Total Assets
$660M
6M Money Flow
-$70M
Moderately Conservative Allocation
Expense Ratio
1.12%
TTM Yield
3.7%
3yr Sharpe
-0.22
YTD Return
0.6%
3yr Return
7.7%
1yr Return
6.3%
Total Assets
$188M
6M Money Flow
-$18M
Conservative Allocation
Expense Ratio
1.11%
TTM Yield
4.2%
3yr Sharpe
-0.33
YTD Return
1.2%
3yr Return
6.2%
1yr Return
6.0%
Total Assets
$128M
6M Money Flow
-$11M
Intermediate Core-Plus Bond
Expense Ratio
0.55%
TTM Yield
4.9%
3yr Sharpe
-0.37
YTD Return
2.4%
3yr Return
5.8%
1yr Return
5.9%
Total Assets
$3B
6M Money Flow
$153M
Intermediate Core Bond
Expense Ratio
0.48%
TTM Yield
3.4%
3yr Sharpe
-0.44
YTD Return
2.7%
3yr Return
4.3%
1yr Return
5.9%
Total Assets
$39M
6M Money Flow
$11M
Small Blend
Expense Ratio
0.91%
TTM Yield
0.4%
3yr Sharpe
-0.20
YTD Return
-6.2%
3yr Return
3.0%
1yr Return
1.2%
Total Assets
$150M
6M Money Flow
-$53M
Small Blend
Expense Ratio
1.02%
TTM Yield
0.3%
3yr Sharpe
-0.23
YTD Return
-4.6%
3yr Return
2.0%
1yr Return
4.2%
Total Assets
$35M
6M Money Flow
-$7M
Small Blend
Expense Ratio
0.86%
TTM Yield
0.4%
3yr Sharpe
-0.33
YTD Return
-6.1%
3yr Return
-4.5%
1yr Return
1.3%
Total Assets
$150M
6M Money Flow
-$53M