Aristotle Ultra Short Income Fund Class I-2 (PLUDX)

Overview

The company specializes in managing a specialized investment fund focused on short-term fixed and floating rate debt securities. By investing primarily in investment-grade, U.S. dollar-denominated assets, the company caters to investors looking for relatively safe and short-duration investments. The portfolio includes a diverse mix of corporate debt securities, mortgage-related securities, asset-backed securities, U.S. government and agency securities, along with various money market instruments. The fund's weighted average duration is strategically managed based on market forecasts, ensuring it does not normally exceed one year, aligning with the goal of maintaining short-term investment horizons for its clients.

Products and Services

• Corporate Debt Securities

  Include bonds and other debt instruments issued by corporations. These offerings are aimed at investors seeking to gain exposure to different companies' credit risks and potential returns.

• Mortgage-Related Securities

  Consist of securities backed by mortgages, providing income derived from mortgage payments. This option suits those interested in real estate markets without directly investing in physical properties.

• Asset-Backed Securities

  Feature debt securities backed by financial assets. These are designed for investors looking to diversify with investments underpinned by a pool of assets, such as loans or receivables.

• U.S. Government and Agency Securities

  Include securities issued or guaranteed by the U.S. government or its agencies. Ideal for conservative investors seeking safe investment options with stable returns.

• Money Market Instruments

  Encompass a variety of instruments, such as commercial paper, certificates of deposit, time deposits, deposit notes, and bank notes. These are particularly appealing for those desiring highly liquid investments with short maturities.