PLBCX Mutual Fund

PLBCX Mutual Fund (Aristotle Floating Rate Income Fund Class C) is managed by Aristotle Funds with $93.0M in net assets. PLBCX expense ratio is 1.81%, holding 145 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2011-12-30.

PLBCX performance shows a YTD return of 2.14%. The 1-year return is 4.19% and the 5-year return is 5.25%. PLBCX dividend yield stands at 5.75%, paid monthly.

PLBCX top holdings include Us Bank Mmda - Usbgfs 9 2037-09-01 (8.1%), Milano Acquisition Corp Term Loan B (4.1%), Truist Insurance Holdings, Llc 0 03/08/2032 (3.1%), TK Elevator Midco (ThyssenKrupp) T/L B (2.9%), Proofpoint T/L (2.7%). 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.