INVESTMENT MANAGERS SERIES TR Fund Family

Return to Fund Listings

Fund Settlement Date Minimum Investment Amounts
Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
ARISTOTLE GROWTH EQUITY I2 (AIGGX)
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1 $0.00 $0.00 $0.00 $0.00
ARISTOTLE FUNDS SERIES TRUST SMALL CP II (ARABX)
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1 $0.00 $0.00 $0.00 $0.00
ARISTOTLE INTERNATIONAL EQ A (ARAFX)
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1 $0.00 $0.00 $0.00 $0.00
ARISTOTLE GROWTH EQUITY A (ARAGX)
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1 $0.00 $0.00 $0.00 $0.00
ARISTOTLE FUNDS SERIES TRUST SMALL MD EQ (ARAHX)
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1 $0.00 $0.00 $0.00 $0.00
ARISTOTLE CORE EQ A (ARALX)
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1 $0.00 $0.00 $0.00 $0.00
ARISTOTLESAUL GLOBAL EQ A (ARAOX)
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1 $0.00 $0.00 $0.00 $0.00
ARISTOTLE VALUE EQ A (ARAQX)
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1 $0.00 $0.00 $0.00 $0.00
ARISTOTLE SMALL CAP EQ I (ARIBX)
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1 $500,000.00 $0.00 $500,000.00 $0.00
ARISTOTLE INTERNATIONAL EQ I (ARIFX)
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1 $500,000.00 $0.00 $500,000.00 $0.00
ARISTOTLE GROWTH EQUITY I (ARIGX)
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1 $500,000.00 $0.00 $500,000.00 $0.00
ARISTOTLE SMALLMID CAP EQUITY I (ARIHX)
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1 $500,000.00 $0.00 $500,000.00 $0.00
ARISTOTLE CORE EQ I (ARILX)
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1 $500,000.00 $0.00 $500,000.00 $0.00
ARISTOTLESAUL GLOBAL EQ I (ARIOX)
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1 $500,000.00 $0.00 $500,000.00 $0.00
ARISTOTLE VALUE EQ I (ARIQX)
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1 $500,000.00 $0.00 $500,000.00 $0.00
ARISTOTLE FUNDS SERIES TRUST SHORT INC F (PLADX)
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1 $0.00 $0.00 $0.00 $0.00
ARISTOTLE FUNDS SERIES TRUST HIGH YLD BD (PLAHX)
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1 $0.00 $0.00 $0.00 $0.00
ARISTOTLE FUNDS SERIES TRUST ESG CORE BD (PLEBX)
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1 $500,000.00 $0.00 $500,000.00 $0.00
ARISTOTLE FUNDS SERIES TRUST FLOATING RT (PLFLX)
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1 $0.00 $0.00 $0.00 $0.00
ARISTOTLE HIGH YIELD BOND I (PLHIX)
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1 $500,000.00 $0.00 $500,000.00 $0.00
ARISTOTLE FUNDS SERIES TRUST CORE INCOME (PLIAX)
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1 $0.00 $0.00 $0.00 $0.00
ARISTOTLE FUNDS SERIES TRUST CORE INCOME (PLIIX)
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1 $500,000.00 $0.00 $500,000.00 $0.00
ARISTOTLE FUNDS SERIES TRUST SHORT INC F (PLSDX)
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1 $500,000.00 $0.00 $500,000.00 $0.00
ARISTOTLE FUNDS SERIES TRUST STRATEGIC I (PLSRX)
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1 $500,000.00 $0.00 $500,000.00 $0.00
ARISTOTLE STRATEGIC INCOME FUND - A (PLSTX)
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1 $0.00 $0.00 $0.00 $0.00
ARISTOTLE ULTRA SHORT INCOME A (PLUAX)
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1 $0.00 $0.00 $0.00 $0.00
ARISTOTLE FUNDS SERIES TRUST ULTRA SHORT (PLUIX)
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1 $500,000.00 $0.00 $500,000.00 $0.00
PORTFOLIO OPTIMIZATION CONSERVATIVE FD C (POAAX)
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1 $0.00 $0.00 $0.00 $0.00
PORT OPTIMIZATION MODERATE CONSERVATIVE (POBAX)
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1 $0.00 $0.00 $0.00 $0.00
PORT OPTIMIZATION MODERATE FD CL A (POCAX)
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1 $0.00 $0.00 $0.00 $0.00
PORT OPTIMIZATION GROWTH FD CL A (PODAX)
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1 $0.00 $0.00 $0.00 $0.00
PORT OPTIMIZATION AGGRESSIVE GROWTH FD C (POEAX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.