Aristotle Funds

Statistics as of Jun 06, 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 Sharpe ▼YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Bank Loan
Expense Ratio
0.80%
TTM Yield
7.7%
3yr Sharpe
1.13
YTD Return
1.9%
3yr Return
26.8%
1yr Return
6.0%
Total Assets
$4B
6M Money Flow
-$374M
Ultrashort Bond
Expense Ratio
0.32%
TTM Yield
4.9%
3yr Sharpe
0.77
YTD Return
2.0%
3yr Return
15.9%
1yr Return
5.3%
Total Assets
$35M
6M Money Flow
$2M
Large Growth
Expense Ratio
0.70%
TTM Yield
0.0%
3yr Sharpe
0.55
YTD Return
1.9%
3yr Return
56.1%
1yr Return
13.1%
Total Assets
$211M
6M Money Flow
-$103M
Foreign Large Blend
Expense Ratio
0.78%
TTM Yield
1.3%
3yr Sharpe
0.33
YTD Return
12.9%
3yr Return
32.6%
1yr Return
12.2%
Total Assets
$609M
6M Money Flow
-$50M
Aggressive Allocation
Expense Ratio
1.08%
TTM Yield
2.0%
3yr Sharpe
0.32
YTD Return
4.2%
3yr Return
32.4%
1yr Return
11.6%
Total Assets
$268M
6M Money Flow
-$15M
High Yield Bond
Expense Ratio
0.56%
TTM Yield
6.9%
3yr Sharpe
0.28
YTD Return
2.6%
3yr Return
21.7%
1yr Return
7.7%
Total Assets
$97M
6M Money Flow
$8M
Moderately Aggressive Allocation
Expense Ratio
1.09%
TTM Yield
2.6%
3yr Sharpe
0.27
YTD Return
3.7%
3yr Return
27.9%
1yr Return
10.1%
Total Assets
$623M
6M Money Flow
-$48M
Global Large-Stock Blend
Expense Ratio
0.78%
TTM Yield
1.5%
3yr Sharpe
0.22
YTD Return
8.0%
3yr Return
27.3%
1yr Return
4.3%
Total Assets
$30M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
1.12%
TTM Yield
2.9%
3yr Sharpe
0.21
YTD Return
3.2%
3yr Return
23.6%
1yr Return
8.8%
Total Assets
$668M
6M Money Flow
-$65M
Large Blend
Expense Ratio
0.69%
TTM Yield
1.5%
3yr Sharpe
0.18
YTD Return
3.8%
3yr Return
25.6%
1yr Return
5.6%
Total Assets
$549M
6M Money Flow
-$115M
Multisector Bond
Expense Ratio
0.69%
TTM Yield
5.8%
3yr Sharpe
0.15
YTD Return
2.1%
3yr Return
18.0%
1yr Return
5.8%
Total Assets
$4B
6M Money Flow
$233M
Moderately Conservative Allocation
Expense Ratio
1.12%
TTM Yield
3.6%
3yr Sharpe
0.08
YTD Return
3.3%
3yr Return
17.6%
1yr Return
7.5%
Total Assets
$189M
6M Money Flow
-$17M
Short-Term Bond
Expense Ratio
0.49%
TTM Yield
4.7%
3yr Sharpe
0.05
YTD Return
2.3%
3yr Return
14.8%
1yr Return
5.7%
Total Assets
$1B
6M Money Flow
$115M
Small Blend
Expense Ratio
1.02%
TTM Yield
0.3%
3yr Sharpe
-0.05
YTD Return
-2.9%
3yr Return
11.3%
1yr Return
4.5%
Total Assets
$30M
6M Money Flow
-$11M
Conservative Allocation
Expense Ratio
1.11%
TTM Yield
4.1%
3yr Sharpe
-0.07
YTD Return
2.8%
3yr Return
13.4%
1yr Return
6.2%
Total Assets
$125M
6M Money Flow
-$12M
Small Blend
Expense Ratio
0.91%
TTM Yield
0.4%
3yr Sharpe
-0.09
YTD Return
-5.5%
3yr Return
9.9%
1yr Return
0.2%
Total Assets
$141M
6M Money Flow
-$38M
Small Blend
Expense Ratio
0.86%
TTM Yield
0.4%
3yr Sharpe
-0.14
YTD Return
-5.4%
3yr Return
6.7%
1yr Return
0.3%
Total Assets
$141M
6M Money Flow
-$38M
Intermediate Core-Plus Bond
Expense Ratio
0.55%
TTM Yield
4.9%
3yr Sharpe
-0.23
YTD Return
1.8%
3yr Return
10.0%
1yr Return
3.8%
Total Assets
$3B
6M Money Flow
-$127M
Intermediate Core Bond
Expense Ratio
0.48%
TTM Yield
3.6%
3yr Sharpe
-0.32
YTD Return
2.0%
3yr Return
7.9%
1yr Return
3.8%
Total Assets
$133M
6M Money Flow
$107M
Large Blend
Expense Ratio
0.65%
TTM Yield
0.4%
3yr Sharpe
-
YTD Return
2.7%
3yr Return
48.0%
1yr Return
12.4%
Total Assets
$527M
6M Money Flow
$73M