Aristotle Funds

Statistics as of Apr 04, 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 Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Bank Loan
Expense Ratio
0.80%
TTM Yield
8.1%
3yr Sharpe
0.67
YTD Return
-0.8%
3yr Return
20.9%
1yr Return
4.7%
Total Assets
$4B
6M Money Flow
$70M
High Yield Bond
Expense Ratio
0.56%
TTM Yield
7.2%
3yr Sharpe
0.00
YTD Return
-1.6%
3yr Return
11.5%
1yr Return
4.2%
Total Assets
$111M
6M Money Flow
$23M
Multisector Bond
Expense Ratio
0.69%
TTM Yield
6.0%
3yr Sharpe
-0.07
YTD Return
0.1%
3yr Return
11.1%
1yr Return
5.0%
Total Assets
$4B
6M Money Flow
$405M
Ultrashort Bond
Expense Ratio
0.32%
TTM Yield
5.1%
3yr Sharpe
0.47
YTD Return
1.2%
3yr Return
14.8%
1yr Return
5.7%
Total Assets
$47M
6M Money Flow
$13M
Short-Term Bond
Expense Ratio
0.49%
TTM Yield
4.9%
3yr Sharpe
-0.05
YTD Return
1.6%
3yr Return
13.3%
1yr Return
6.0%
Total Assets
$920M
6M Money Flow
$16M
Intermediate Core-Plus Bond
Expense Ratio
0.55%
TTM Yield
4.9%
3yr Sharpe
-0.37
YTD Return
2.6%
3yr Return
5.9%
1yr Return
5.9%
Total Assets
$3B
6M Money Flow
$153M
Conservative Allocation
Expense Ratio
1.11%
TTM Yield
4.3%
3yr Sharpe
-0.33
YTD Return
-1.5%
3yr Return
3.1%
1yr Return
3.2%
Total Assets
$125M
6M Money Flow
-$11M
Moderately Conservative Allocation
Expense Ratio
1.12%
TTM Yield
3.8%
3yr Sharpe
-0.22
YTD Return
-4.1%
3yr Return
2.5%
1yr Return
1.6%
Total Assets
$179M
6M Money Flow
-$18M
Intermediate Core Bond
Expense Ratio
0.48%
TTM Yield
3.4%
3yr Sharpe
-0.44
YTD Return
3.4%
3yr Return
4.9%
1yr Return
6.3%
Total Assets
$40M
6M Money Flow
$11M
Moderate Allocation
Expense Ratio
1.12%
TTM Yield
3.2%
3yr Sharpe
-0.11
YTD Return
-7.4%
3yr Return
2.5%
1yr Return
-0.1%
Total Assets
$619M
6M Money Flow
-$70M
Moderately Aggressive Allocation
Expense Ratio
1.09%
TTM Yield
3.0%
3yr Sharpe
-0.05
YTD Return
-9.6%
3yr Return
2.2%
1yr Return
-1.6%
Total Assets
$554M
6M Money Flow
-$51M
Aggressive Allocation
Expense Ratio
1.08%
TTM Yield
2.4%
3yr Sharpe
-0.01
YTD Return
-11.6%
3yr Return
2.1%
1yr Return
-2.7%
Total Assets
$232M
6M Money Flow
-$15M
Global Large-Stock Blend
Expense Ratio
0.78%
TTM Yield
1.8%
3yr Sharpe
-0.01
YTD Return
-6.3%
3yr Return
3.7%
1yr Return
-7.3%
Total Assets
$28M
6M Money Flow
-$4M
Large Blend
Expense Ratio
0.69%
TTM Yield
1.7%
3yr Sharpe
0.10
YTD Return
-8.8%
3yr Return
6.2%
1yr Return
-6.6%
Total Assets
$507M
6M Money Flow
-$118M
Foreign Large Blend
Expense Ratio
0.78%
TTM Yield
1.5%
3yr Sharpe
0.01
YTD Return
-3.3%
3yr Return
5.8%
1yr Return
-0.5%
Total Assets
$517M
6M Money Flow
-$119M
Small Blend
Expense Ratio
0.91%
TTM Yield
0.5%
3yr Sharpe
-0.20
YTD Return
-16.0%
3yr Return
-7.3%
1yr Return
-8.9%
Total Assets
$136M
6M Money Flow
-$53M
Large Blend
Expense Ratio
0.65%
TTM Yield
0.4%
3yr Sharpe
-
YTD Return
-15.1%
3yr Return
9.2%
1yr Return
-2.3%
Total Assets
$442M
6M Money Flow
$70M
Small Blend
Expense Ratio
0.86%
TTM Yield
0.4%
3yr Sharpe
-0.33
YTD Return
-15.9%
3yr Return
-14.5%
1yr Return
-8.8%
Total Assets
$136M
6M Money Flow
-$53M
Small Blend
Expense Ratio
1.02%
TTM Yield
0.4%
3yr Sharpe
-0.23
YTD Return
-14.9%
3yr Return
-9.1%
1yr Return
-6.5%
Total Assets
$31M
6M Money Flow
-$7M
Large Growth
Expense Ratio
0.70%
TTM Yield
0.0%
3yr Sharpe
0.12
YTD Return
-18.3%
3yr Return
7.7%
1yr Return
-2.6%
Total Assets
$211M
6M Money Flow
-$73M