Contact Us:
844-ARISTTL (844-274-7885)
Monday through Friday
8:00 a.m. - 7:00 p.m. Central Time
Mailing Address:
Aristotle Funds
c/o U.S. Bank Global Fund Services
P.O. Box 701
Milwaukee, WI 53201
Overnight Express Mail:
Aristotle Funds
c/o U.S. Bank Global Fund Services
615 E. Michigan St., FL3
Milwaukee, WI 53202
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Exchange Shares of your Mutual Fund Account
Shares must be exchanged into an identically registered account in another fund within the same share class.
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Instructions and Links
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Additional Information
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Complete your exchange request via DocuSign. To get started, please click on your relationship to the account:
Financial Advisor
Shareholder
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Complete your exchange request via a Phone Representative using the information on the left.
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If you prefer to submit this request in writing, please mail a letter of instruction signed by all account owners that lists the "from" account and the "to" account, as well as the number of shares that should be exchanged. Click here to access and print the Letter of Instruction Form.
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An exchange is a taxable event for non-fiduciary accounts.
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An exchange is a non-taxable, non-reportable event for fiduciary accounts.
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The telephone exchange option must be enabled on your account to exchange shares via a Phone Representative.
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 844-ARISTTL (844-274-7885) or visit https://www.aristotlefunds.com/ for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Aristotle Funds and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.
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