# Aristotle Portfolio Optimization Conservative Fund — new fund registration

Aristotle Funds Series Trust registered 20 new fund series on Form N-1A, filed 2023-01-13. Featured series: Aristotle Portfolio Optimization Conservative Fund.

## Registration

- Registrant / trust: Aristotle Funds Series Trust
- CIK: 0001959372
- Form: N-1A
- Filed: 2023-01-13
- State of incorporation: DE
- Accession: 0001193125-23-008289
- Reported net assets: $117.9M

## Series & classes (55)

_Showing 25 of 55 series/class rows._

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [Aristotle Portfolio Optimization Conservative Fund](https://search.stillhousedata.com/fund/S000080056) | Class C | POACX | Yes |
| [Aristotle Portfolio Optimization Conservative Fund](https://search.stillhousedata.com/fund/S000080056) | Class A | POAAX | Yes |
| [Aristotle Portfolio Optimization Conservative Fund](https://search.stillhousedata.com/fund/S000080056) | Class I-2 | PLCDX | Yes |
| [Aristotle Short Duration Income Fund](https://search.stillhousedata.com/fund/S000080057) | Class A | PLADX | Yes |
| [Aristotle Short Duration Income Fund](https://search.stillhousedata.com/fund/S000080057) | Class C | PLCSX | Yes |
| [Aristotle Short Duration Income Fund](https://search.stillhousedata.com/fund/S000080057) | Class I | PLSDX | Yes |
| [Aristotle Short Duration Income Fund](https://search.stillhousedata.com/fund/S000080057) | Class I-2 | PLDSX | Yes |
| [Aristotle Small/Mid Cap Equity Fund](https://search.stillhousedata.com/fund/S000080058) | Class I-2 | AIHHX | Yes |
| [Aristotle Small/Mid Cap Equity Fund](https://search.stillhousedata.com/fund/S000080058) | Class A | ARAHX | Yes |
| [Aristotle Small/Mid Cap Equity Fund](https://search.stillhousedata.com/fund/S000080058) | Class C | AISHX | Yes |
| [Aristotle Small/Mid Cap Equity Fund](https://search.stillhousedata.com/fund/S000080058) | Class I | ARIHX | Yes |
| [Aristotle Strategic Income Fund](https://search.stillhousedata.com/fund/S000080059) | Class C | PLCNX | Yes |
| [Aristotle Strategic Income Fund](https://search.stillhousedata.com/fund/S000080059) | Class I | PLSRX | Yes |
| [Aristotle Strategic Income Fund](https://search.stillhousedata.com/fund/S000080059) | Class A | PLSTX | Yes |
| [Aristotle Strategic Income Fund](https://search.stillhousedata.com/fund/S000080059) | Class I-2 | PLSFX | Yes |
| [Aristotle Ultra Short Income Fund](https://search.stillhousedata.com/fund/S000080060) | Class A | PLUAX | Yes |
| [Aristotle Ultra Short Income Fund](https://search.stillhousedata.com/fund/S000080060) | Class I-2 | PLUDX | Yes |
| [Aristotle Ultra Short Income Fund](https://search.stillhousedata.com/fund/S000080060) | Class I | PLUIX | Yes |
| [Aristotle Small Cap Equity Fund II](https://search.stillhousedata.com/fund/S000080061) | Class A | ARABX | Yes |
| [Aristotle Small Cap Equity Fund II](https://search.stillhousedata.com/fund/S000080061) | Class C | AISBX | Yes |
| [Aristotle Small Cap Equity Fund II](https://search.stillhousedata.com/fund/S000080061) | Class I-2 | — | Yes |
| [Aristotle Small Cap Equity Fund II](https://search.stillhousedata.com/fund/S000080061) | Class I | ARIBX | Yes |
| [Aristotle Small Cap Equity Fund II](https://search.stillhousedata.com/fund/S000080061) | Class R6 | ARRBX | Yes |
| [Aristotle Core Equity Fund II](https://search.stillhousedata.com/fund/S000080062) | Class I | ARILX | Yes |
| [Aristotle Growth Equity Fund](https://search.stillhousedata.com/fund/S000080063) | Class I | ARIGX | Yes |

## Fees (from the effective prospectus)

- 12b-1 fee: 1.00%
- Gross expense ratio: 1.83%
- Management fee: 0.45%
- Net expense ratio: 1.86%
- Other expenses: 0.01%

## Investment objective

Aristotle Portfolio Optimization Conservative Fund (the Fund) seeks current income and preservation of capital.

## Advisers

- [Aristotle Investment Services, LLC (Advisor)](https://search.stillhousedata.com/firm/324207)
- [Pacific Life Fund Advisors LLC (Subadvisor)](https://search.stillhousedata.com/firm/105169)

## Other filings by this registrant (11)

- [485APOS — 2026-05-29](https://search.stillhousedata.com/launch/0000894189-26-016651)
- [485APOS — 2026-05-15 (3 new series)](https://search.stillhousedata.com/launch/0000894189-26-014983)
- [485APOS — 2025-12-16 (1 new series)](https://search.stillhousedata.com/launch/0000894189-25-016952)
- [485APOS — 2025-10-06](https://search.stillhousedata.com/launch/0000894189-25-010748)
- [485APOS — 2025-05-30](https://search.stillhousedata.com/launch/0000894189-25-004240)
- [485APOS — 2025-04-09 (2 new series)](https://search.stillhousedata.com/launch/0000894189-25-002367)
- [485APOS — 2024-05-30](https://search.stillhousedata.com/launch/0000894189-24-003450)
- [485APOS — 2023-11-22](https://search.stillhousedata.com/launch/0000894189-23-008546)
- [485APOS — 2023-06-29](https://search.stillhousedata.com/launch/0000894189-23-004534)
- [485APOS — 2023-05-26](https://search.stillhousedata.com/launch/0000894189-23-003990)
- [N-1A/A — 2023-04-10](https://search.stillhousedata.com/launch/0001193125-23-096627)

## More

- [Registrant profile: Aristotle Funds Series Trust](https://search.stillhousedata.com/registrant/1959372)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001193125-23-008289.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.