PLBCX Mutual Fund

PLBCX Mutual Fund (Aristotle Floating Rate Income Fund Class C) is managed by Aristotle Funds with $94.3M in net assets. PLBCX expense ratio is 1.81%, holding 160 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2011-12-30.

PLBCX performance shows a YTD return of 1.35%. The 1-year return is 3.81% and the 5-year return is 5.14%. PLBCX dividend yield stands at 5.37%, paid monthly.

PLBCX top holdings include Us Bank Mmda - Usbgfs 9 (7.6%), Truist Insurance Holdings, Llc 0 03/08/2032 (3.6%), T/L Proofpoint Inc Regd 0.00000000 08/31/2028 (3.6%), Milano Acquisition Corp Term Loan B (2.7%), Alliant Holdings Intermediate Llc / Alliant Holdings Co-issuer 6.75% 10/15/2027 (2.5%). Go to all PLBCX holdings, PLBCX sectors, or PLBCX dividends.

PLBCX can be compared against other funds. Use PLBCX overlap to find shared positions, or PLBCX vs another fund for a side-by-side view. PLBCX alternatives are available via the screener, along with tax-loss harvesting opportunities.